Financial Advisor Associate - West Babylon, Ny

TD

West Babylon, New York, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Wealth management advisory services
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and provide tailored investment and insurance strategies to meet their wealth creation objectives

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze financial information and provide tailored investment and insurance strategies to meet their wealth creation objectives.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role requires adherence to regulatory compliance and ongoing education while fostering a positive work environment and contributing to team success.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze financial information and provide tailored investment and insurance strategies to meet their wealth creation objectives.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Wealth management advisory services
  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategy
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro
  • Ability to travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Mentoring and team collaboration
  • Community involvement and charity support
  • Self-directed and organized
  • Ability to influence and build client base

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience or FAA Trainee program completion
  • SIE & Series 7 required
  • L&H and Series 66 required or ability to obtain
  • Ability to commute and travel within assigned territory
  • Eligible for employment under FINRA standards

Work Rights

Eligible for employment under FINRA standards

Tailored Resume

Cover Letter