Financial Advisor Associate - Bear, De

The Dominion

Bear, Delaware, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and markets
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs

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.
  • The role involves analyzing financial information, educating clients on strategies and products, and recommending personalized solutions as a fiduciary.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a comprehensive Total Rewards package.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets
  • Investment and insurance strategies
  • Client relationship management
  • Salesforce and Money Guide Pro proficiency
  • Consultative sales experience

Nice-to-have

  • Community involvement and support
  • Mentorship of new FAAs
  • Fostering a positive work environment

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years of relevant experience
  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required or ability to obtain
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter