Job Summary

• The Personal Financial Advisor works remotely with Mass Affluent clients to understand their financial goals and provide personalized investment and insurance solutions.
• TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
• The role emphasizes compliance with all applicable federal, state, and self-regulatory organization regulations while fostering a positive team environment and community involvement.

Matching Summary

Salary

Base: $25.75 - $38.50 USD per hour; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, and other key plans

Skills & Requirements

Key Requirements

• Valid and active Series 65 license or obtain within allotted time
• Valid and active Life & Health insurance license or obtain within allotted time
• Bachelor's degree preferred
• 2+ years relevant work experience if Series 65 not held
• Satisfactory background, credit, and regulatory checks
• Eligibility for employment under FINRA standards

Work Rights