Financial Advisor - Scotch Plains, Nj

TD Bank

Scotch Plains, New Jersey, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
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Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
** TD Bank is seeking a Financial Advisor for their Scotch Plains location, part of a three-year program focused on providing financial planning guidance and investment management solutions. The role requires strong customer service skills and a commitment to client relationship management while offering growth opportunities and a competitive compensation package. **

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.
  • As the central point of contact, the advisor will manage client relationships to achieve greater share of wallet by helping clients with asset accumulation, preservation, growth, and protection.
  • TD Bank offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Advisor for their Scotch Plains location, part of a three-year program focused on providing financial planning guidance and investment management solutions. The role requires strong customer service skills and a commitment to client relationship management while offering growth opportunities and a competitive compensation package. **

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards available; Benefits: Health, savings, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • meeting quarterly and annual sales goals

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel within assigned market
  • consultative sales experience required
  • fostering a positive work environment
  • community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Eligibility for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter