Financial Advisor Associate- Bronx/manhattan/westchester

The Dominion

Pelham, New York, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Strong interpersonal skills
Proficient in salesforce
Ability to travel within assigned market
The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs. The role involves analyzing financial information and recommending tailored investment strategies. TD is committed to colleague development and offers a supportive work environment

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs. The role involves analyzing financial information and recommending tailored investment strategies. TD is committed to colleague development and offers a supportive work environment.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs. The role involves analyzing financial information and recommending tailored investment strategies. TD is committed to colleague development and offers a supportive work environment.

Salary

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

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Proficient in SalesForce
  • Ability to travel within assigned market

Nice-to-have

  • Client relationship management
  • Consultative sales experience
  • Community involvement

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience
  • SIE & Series 7 required

Work Rights

Not specified

Tailored Resume

Cover Letter