Financial Advisor Associate - Cranford, Nj

TD

Cranford, NJ, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Financial analysis and advising
Client relationship management
Wealth management advisory
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation goals

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role emphasizes compliance with all regulatory requirements and fosters a positive, collaborative work environment with opportunities for mentoring and community involvement.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation goals.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, career development

Skills & Requirements

Must-have

  • Financial analysis and advising
  • Client relationship management
  • Wealth management advisory
  • Consultative sales experience
  • Use of SalesForce and Money Guide Pro
  • Compliance with financial regulations
  • Travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Mentoring and team collaboration
  • Community involvement
  • Career development focus
  • Training and onboarding support
  • Positive work environment
  • Client education and coaching

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 or ability to obtain
  • Ability to travel within assigned market
  • Eligibility for FINRA registration
  • Successful background and regulatory checks

Work Rights

Must be eligible for FINRA registration

Tailored Resume

Cover Letter