Financial Advisor Associate-long Beach

The Dominion

Long Beach, New York, United States
$66,560 - $99,320 usd; not specified; not specifie...
Strong interpersonal skills
Financial analysis expertise
Salesforce proficiency
The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management needs.
  • The role requires analyzing financial information and recommending tailored investment strategies.
  • TD is committed to colleague development and offers a competitive benefits package.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management needs.

Salary

$66,560 - $99,320 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • strong interpersonal skills
  • financial analysis expertise
  • SalesForce proficiency

Nice-to-have

  • ability to influence clients
  • community involvement
  • team collaboration

Key Requirements

  • Bachelor's degree preferred
  • 1+ years relevant experience
  • SIE & Series 7 required

Work Rights

Not specified

Tailored Resume

Cover Letter