Financial Advisor Associate - Wilmington, De

TD

Wilmington, Delaware, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Investment and insurance strategies
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, paid time off, and career development.
  • TD is committed to providing a supportive work environment with regular development conversations, training programs, and mentoring to help colleagues succeed.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.

Salary

Base: $61,880 - $92,560 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
  • Client relationship management
  • Investment and insurance strategies
  • Financial analysis and planning
  • Sales and referral goal achievement
  • Proficient in SalesForce and Money Guide Pro
  • Travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Consultative sales experience
  • Team collaboration and mentoring
  • Community involvement and charity support
  • Career development opportunities
  • Respectful and diverse workplace culture

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 or ability to obtain
  • Eligible for FINRA registration
  • Ability to travel and commute within territory

Work Rights

Must be eligible for FINRA registration

Tailored Resume

Cover Letter