Financial Advisor - Port Saint Lucie, Fl

TD

Port St. Lucie, Florida, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Experience selling investments
Client relationship management
Financial planning and advice
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • TD is committed to fostering a respectful workplace that values diverse perspectives and provides fair opportunities for career growth and success.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Experience selling investments
  • Client relationship management
  • Financial planning and advice
  • Compliance with financial regulations
  • Sales goal achievement
  • Client onboarding and reviews

Nice-to-have

  • Coaching and mentoring skills
  • Community involvement
  • Strong organizational skills
  • Ability to work in fast paced environment
  • Consultative sales experience
  • Team collaboration

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of financial advice and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 required or ability to obtain
  • Ability to travel within assigned market
  • Strong communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter