Financial Advisor Associate - Lexington, Massachusetts

The Dominion

Lexington, Massachusetts, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Strong interpersonal skills
Proficient in salesforce
Ability to analyze financial information
The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs.
  • Candidates will develop and maintain client relationships through ongoing consultation and personalized advice.
  • TD offers growth opportunities and a commitment to equitable compensation for all colleagues.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Proficient in SalesForce
  • Ability to analyze financial information

Nice-to-have

  • Experience in wealth management
  • Consultative sales experience
  • Community involvement

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years of relevant work experience
  • SIE & Series 7 required

Work Rights

Not specified

Tailored Resume

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