Financial Advisor- Greenpoint Brooklyn

TD

Brooklyn, New York, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions

Job Summary

  • The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
  • Advisors serve as the central point of contact to deepen wallet share by anticipating client needs and suggesting appropriate wealth solutions.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.

Salary

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

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing client relationships and goals
  • Executing annual client reviews
  • Achieving quarterly and annual sales goals

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to travel within assigned market
  • Consultative sales experience
  • 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
  • Series 7, Series 63, SIE licenses required
  • L&H and Series 66 or equivalent required
  • Eligibility for FINRA registration and background checks

Work Rights

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

Tailored Resume

Cover Letter