Financial Advisor - Allentown, Pa

TD

Allentown, Pennsylvania, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Compliance with financial regulations
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions aligned to client goals

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions aligned to client goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • TD is committed to fostering a respectful and inclusive workplace culture where diverse perspectives are valued and colleagues have fair opportunities to grow and succeed.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions aligned to client goals.

Salary

Base: $72,280 - $108,160 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

  • Financial planning and investment sales
  • Client relationship management
  • Compliance with financial regulations
  • Lead generation and referral promotion
  • Annual client review process
  • Consultative sales experience

Nice-to-have

  • Coaching and mentoring skills
  • Strong verbal and written communication
  • Ability to work in fast paced environment
  • Team collaboration and positive work environment
  • Community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of financial advice and investment sales experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 or ability to obtain
  • Eligible for employment under FINRA standards

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter