Financial Advisor - Royersford, Pa

TD Bank Group

Royersford, Pennsylvania, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Investment sales experience required
Client financial planning expertise
Consultative sales approach
This role offers a three-year program with a forgivable draw designed to help financial advisors develop their careers while servicing complex client needs

Job Summary

  • This role offers a three-year program with a forgivable draw designed to help financial advisors develop their careers while servicing complex client needs.
  • The Financial Advisor serves as the central point of contact for clients, responsible for reviewing financial goals, making investment recommendations, and achieving greater share of wallet.
  • TD Bank provides a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

This role offers a three-year program with a forgivable draw designed to help financial advisors develop their careers while servicing complex client needs.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts included

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client financial planning expertise
  • Consultative sales approach
  • Wealth management business development
  • Regulatory compliance adherence

Nice-to-have

  • Strong verbal and written communication
  • Community involvement and charity support
  • Mentoring new financial advisors
  • Fast-paced environment adaptability
  • Building deep lasting client relationships

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years advice planning investment sales
  • SIE Series 7 Series 63 required
  • L&H and Series 66 or equivalent
  • Ability to travel five days a week

Work Rights

Not specified

Tailored Resume

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