Financial Advisor - Kings Highway/brooklyn

TD Bank

Brooklyn, New York, United States
$78,280 - $117,520 usd; not specified; not specifi...
Client relationship management
Financial goal review
Investment recommendations
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
  • Responsibilities include servicing client needs, developing relationships to achieve greater share of wallet, and ensuring clients receive a comprehensive planning experience and annual reviews.
  • TD is committed to providing fair and equitable compensation, growth opportunities, skill development, and a competitive total rewards package including health and well-being benefits, savings programs, and paid time off.

Matching Summary

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

Salary

$78,280 - $117,520 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial goal review
  • Investment recommendations
  • Sales goal achievement
  • Customer-centric service delivery

Nice-to-have

  • Community involvement
  • Positive work environment
  • Mentorship of new FAs

Key Requirements

  • 2+ years of advice, planning, and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Bachelor's degree strongly preferred
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter