Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning guidance
Investment management solutions
Client relationship management
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
This role requires servicing unique and complex client needs by reviewing financial goals, making investment recommendations, and acting as the central point of contact for client service and relationship development.
TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, benefits, and savings programs.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Financial planning guidance
Investment management solutions
Client relationship management
Sales goal achievement
Regulatory compliance
Nice-to-have
Customer-centric approach
Community involvement
Positive work environment
Team collaboration
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) or ability to obtain