Financial Advisor-sheepshead Bay, Brooklyn

TD Bank

Brooklyn, New York, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
The role involves a three-year program with a forgivable draw for financial advisors providing guidance and selling investment solutions

Job Summary

  • The role involves a three-year program with a forgivable draw for financial advisors providing guidance and selling investment solutions.
  • Advisors serve as the central point of contact to develop relationships, achieve greater share of wallet, and help clients with asset accumulation and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role involves a three-year program with a forgivable draw for financial advisors providing guidance and selling investment solutions.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards available; Benefits: Health, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • achieving quarterly and annual sales goals

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel within assigned market
  • consultative sales experience
  • fostering a positive work environment
  • community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Eligibility for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter