Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Hybrid
Experience selling investments
Customer-centric service delivery
Ability to manage client relationships
TD is seeking a Financial Advisor for their Lexington, Massachusetts branch to provide financial planning guidance and investment management solutions. The role involves building client relationships, achieving sales goals, and ensuring customer satisfaction through a structured onboarding and annual review process
Job Summary
The Financial Advisor role is a three-year program focused on providing financial planning guidance and selling investment management solutions.
This position requires leveraging experience to meet the unique needs of TD Wealth clients and deepen client relationships.
TD is committed to colleague development and offers a competitive total rewards package to support employee well-being.
Matching Summary
Match Score: 85
TD is seeking a Financial Advisor for their Lexington, Massachusetts branch to provide financial planning guidance and investment management solutions. The role involves building client relationships, achieving sales goals, and ensuring customer satisfaction through a structured onboarding and annual review process.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified