Financial Advisor - Warminster, Pa

TD Bank

Warminster, Pennsylvania, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Provide financial planning guidance
Sell investment management solutions
Service client needs
The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions to meet unique and complex client needs

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 meet unique and complex client needs.
  • This role serves as the central point of contact, responsible for client service, relationship development, and helping clients achieve their financial goals related to asset accumulation, preservation, growth, and protection.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and opportunities for career development and recognition.

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 meet unique and complex client needs.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Provide financial planning guidance
  • Sell investment management solutions
  • Service client needs
  • Deliver legendary service
  • Meet sales goals

Nice-to-have

  • Foster positive work environment
  • Community involvement
  • Develop lasting relationships

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Consultative sales experience required
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter