Financial Advisor Associate- Hartford, Connecticut

TD

Hartford, Connecticut, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory services
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities.
  • TD is committed to providing a respectful workplace where diverse perspectives are valued and colleagues have fair opportunities to grow and unlock their full potential.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Wealth management advisory services
  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategy advice
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro
  • Ability to travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Team collaboration and mentoring
  • Community involvement and charity support
  • Self-directed and organized
  • Ability to influence and build client base

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience or FAA Trainee program completion
  • SIE & Series 7 required
  • L&H and Series 66 required or ability to obtain
  • Eligible for employment under FINRA standards
  • Ability to commute and travel within assigned territory

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter