Financial Advisor Associate - Annapolis, Md

TD Bank

Annapolis, Maryland, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibi...
Sie & series 7 license required
L&h and series 66 license or ability to obtain
Consultative sales experience required
The Financial Advisor Associate works as a fiduciary to provide objective financial advice, long-term retirement planning, and annual reviews to TD Wealth clients

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice, long-term retirement planning, and annual reviews to TD Wealth clients.
  • This role involves developing a client base through acquisition, analyzing financial information to recommend personalized investment and insurance strategies, and educating retail staff on referral prospects.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The Financial Advisor Associate works as a fiduciary to provide objective financial advice, long-term retirement planning, and annual reviews to TD Wealth clients.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligibility for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • SIE & Series 7 license required
  • L&H and Series 66 license or ability to obtain
  • Consultative sales experience required
  • Ability to travel five days a week
  • Proficiency in SalesForce and Money Guide Pro

Nice-to-have

  • Strong interpersonal and relationship building skills
  • Experience with retail and small business banking clients
  • Community involvement and charity support
  • Mentoring capabilities for new associates
  • Deep understanding of wealth products and services

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience
  • SIE & Series 7 licenses required
  • L&H and Series 66 licenses required
  • Eligible for FINRA registration

Work Rights

Must be eligible for employment under FINRA standards; background checks required

Tailored Resume

Cover Letter