Financial Advisor Associate - Westfield, Massachusetts

TD

Westfield, Massachusetts, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • TD is committed to providing a respectful workplace where diverse perspectives are valued and colleagues have fair opportunities to grow and succeed.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Wealth management advisory
  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategies
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro
  • Ability to travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Mentoring and team collaboration
  • Community involvement and charity support
  • Self-directed and organized
  • Ability to influence and coach staff
  • Positive and constructive work environment

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required or ability to obtain
  • Ability to commute and travel within assigned territory
  • Eligibility for employment under FINRA standards
  • Successful background and regulatory checks

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter