Financial Advisor Associate - Wilmington, De

TD

Wilmington, Delaware, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and markets knowledge
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 requires analyzing financial information, educating clients on strategies, and recommending personalized investment and insurance products.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a competitive 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 knowledge
  • Investment and insurance strategies
  • Client relationship management
  • SalesForce and Money Guide Pro proficiency
  • Fiduciary duty to clients

Nice-to-have

  • Community involvement
  • Mentoring new FAAs
  • Proactive client needs identification
  • Positive and constructive work environment

Key Requirements

  • 1+ years of relevant work experience
  • Bachelor's degree strongly preferred
  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter