Financial Advisor Trainee - Media, Pa

TD

Media, Pennsylvania, United States of America
Base: $25.75 - $38.50 usd; bonus/equity: eligible ...
Strong verbal and written communication skills
Ability to obtain series 7 and series 66 licenses
Self-directed with strong planning abilities
This transitional role prepares candidates to become Financial Advisor Associates by learning requisite skills to qualify for the position

Job Summary

  • This transitional role prepares candidates to become Financial Advisor Associates by learning requisite skills to qualify for the position.
  • The successful candidate will meet with prospects and clients to analyze financial information and recommend personalized investment and insurance strategies.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

This transitional role prepares candidates to become Financial Advisor Associates by learning requisite skills to qualify for the position.

Salary

Base: $25.75 - $38.50 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Strong verbal and written communication skills
  • Ability to obtain Series 7 and Series 66 licenses
  • Self-directed with strong planning abilities

Nice-to-have

  • Bachelor's degree in finance or related field
  • Experience in customer service or sales
  • Interest in developing lasting client relationships

Key Requirements

  • SIE license required
  • Must obtain Life & Health, Series 7, and Series 66 licenses
  • Bachelor's degree strongly preferred
  • 1+ years of relevant work experience

Work Rights

Not specified

Tailored Resume

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