Financial Advisor Associate - Hicksville, Ny

TD Ameritrade

Hicksville, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: variabl...
Client relationship building
Financial needs analysis
Investment and insurance strategies
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.
  • As a fiduciary, the role requires putting the client's financial interests first when providing ongoing objective financial advice and long-term retirement planning.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

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: $66,560 - $99,320 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Client relationship building
  • Financial needs analysis
  • Investment and insurance strategies
  • SalesForce proficiency
  • Money Guide Pro software

Nice-to-have

  • Strong verbal communication skills
  • Consultative sales experience
  • Community involvement
  • Mentoring new associates
  • Team collaboration

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 required
  • L&H and Series 66 licenses or ability to obtain
  • 1+ years relevant financial services experience
  • Eligible for FINRA registration

Work Rights

Not specified

Tailored Resume

Cover Letter