Financial Advisor - North Andover, Massachusetts

TD

North Andover, Massachusetts, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program with a forgivable draw, 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, providing financial planning guidance and selling investment management solutions to TD Wealth clients.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities.
  • TD is committed to fostering an inclusive culture, providing ongoing training, mentoring, and supporting colleagues to thrive both at work and at home.

Matching Summary

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

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Financial planning and investment sales
  • Client relationship management
  • Sales goal achievement
  • Compliance with financial regulations
  • Customer service excellence
  • Lead generation and referral promotion

Nice-to-have

  • Coaching and mentoring skills
  • Team collaboration and positive work environment
  • Community involvement and charity support
  • Strong organizational and time management skills
  • Consultative sales experience
  • Ability to travel within assigned market

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years financial advice and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 or ability to obtain
  • Eligible for FINRA registration
  • Ability to commute and travel within territory

Work Rights

Eligible for employment under FINRA standards

Tailored Resume

Cover Letter