Financial Advisor Trainee - Union County, Nj

TD

Cranford, New Jersey, United States of America
Base: $27.75 - $41.50 usd; bonus/equity: not speci...
Attract and retain clients
Address wealth management needs
Analyze financial information
The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills needed to become a Financial Advisor Associate

Job Summary

  • The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills needed to become a Financial Advisor Associate.
  • Responsibilities include meeting with clients to analyze financial information, advise on investment and insurance strategies, and develop personalized wealth creation plans.
  • TD is committed to providing fair compensation, growth opportunities, skill development, and a supportive work environment with a comprehensive Total Rewards package.

Matching Summary

The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills needed to become a Financial Advisor Associate.

Salary

Base: $27.75 - $41.50 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • attract and retain clients
  • address wealth management needs
  • analyze financial information
  • educate and advise clients
  • develop client relationships
  • fiduciary responsibility

Nice-to-have

  • strong interpersonal skills
  • influence client base
  • enterprise opportunity identification
  • collaboration with key partners

Key Requirements

  • Bachelor's Degree strongly preferred
  • 1+ years of relevant work experience or college degree
  • SIE required
  • Ability to obtain Life & Health, Series 7 and Series 66 licenses
  • FINRA eligibility

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter