Financial Advisor Associate - Hicksville, Ny

TD Bank

Hicksville, New York, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Analyze financial information
Educate and advise clients
Develop client relationships
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs, analyzing financial information, and recommending personalized strategies

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, analyzing financial information, and recommending personalized strategies.
  • As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and comprehensive benefits.

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, analyzing financial information, and recommending personalized strategies.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Analyze financial information
  • Educate and advise clients
  • Develop client relationships
  • Meet sales and referral goals
  • Provide objective financial advice
  • Manage client accounts
  • Salesforce and Money Guide Pro

Nice-to-have

  • Foster positive work environment
  • Community involvement
  • Collaborate with other departments
  • Mentor new associates
  • Represent TD Wealth professionally

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter