Financial Advisor Associate - Medford, Ny

TD Bank

Medford, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
Onsite
Strong interpersonal communication skills
Ability to analyze financial goals
Consultative sales experience required
TD Bank is seeking a Financial Advisor Associate in Medford, NY, to support wealth management clients through personalized financial advice and relationship management. The role requires strong interpersonal skills and financial expertise, with opportunities for professional growth within a leading financial institution

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
  • As a fiduciary, the role requires putting the client's financial interests first when providing ongoing objective financial advice and long-term retirement planning.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor Associate in Medford, NY, to support wealth management clients through personalized financial advice and relationship management. The role requires strong interpersonal skills and financial expertise, with opportunities for professional growth within a leading financial institution.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal communication skills
  • Ability to analyze financial goals
  • Consultative sales experience required
  • Proficiency in Salesforce software
  • Knowledge of investment strategies

Nice-to-have

  • Self-directed planning ability
  • Community involvement focus
  • Mentoring new team members
  • Deep understanding of wealth products

Key Requirements

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

Work Rights

Not specified

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