Financial Advisor - Tenleytown, Dc

The Dominion

Washington, District of Columbia, United States of America
$78,520 - $117,520 usd; not specified; not specifi...
Experience selling investments
Customer-centric service delivery
Ability to manage client relationships
The Financial Advisor role is a three-year program with a forgivable draw, focusing on providing financial planning guidance and selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focusing on providing financial planning guidance and selling investment management solutions.
  • This position serves as the primary point of contact for TD Wealth client relationships, ensuring exceptional client experiences and meeting sales goals.
  • TD is committed to colleague development, offering training, mentoring programs, and a competitive benefits plan to support employee well-being.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focusing on providing financial planning guidance and selling investment management solutions.

Salary

$78,520 - $117,520 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Experience selling investments
  • Customer-centric service delivery
  • Ability to manage client relationships

Nice-to-have

  • Strong organizational and time management skills
  • Ability to travel within assigned market
  • Consultative sales experience

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of providing advice and investment sales
  • SIE, Series 7, Series 63 required

Work Rights

Not specified

Tailored Resume

Cover Letter