Financial Advisor - King Of Prussia, Pa

TD

King of Prussia, Pennsylvania, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
The role involves a three-year program with a forgivable draw for advisors providing financial planning guidance and selling investment solutions

Job Summary

  • The role involves a three-year program with a forgivable draw for advisors providing financial planning guidance and selling investment solutions.
  • Advisors serve as the central point of contact to develop client relationships, achieve greater share of wallet, and help clients meet asset accumulation and protection goals.
  • TD offers competitive compensation ranging from $72,280 to $108,160 USD along with comprehensive benefits including health, retirement, and career development programs.

Matching Summary

The role involves a three-year program with a forgivable draw for advisors providing financial planning guidance and selling investment solutions.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, well-being, savings, 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
  • Meeting 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
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter