Financial Advisor - Lowell, Massachusetts

TD Bank

Lowell, Massachusetts, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
On-site
Providing financial planning guidance
Selling investment management solutions
Customer-centric service delivery
TD Bank is seeking a Financial Advisor for their Lowell, Massachusetts location. The role involves providing financial planning guidance and managing client relationships, with opportunities for growth and skill development

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
  • The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for their Lowell, Massachusetts location. The role involves providing financial planning guidance and managing client relationships, with opportunities for growth and skill development.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Providing financial planning guidance
  • Selling investment management solutions
  • Customer-centric service delivery
  • Meeting quarterly and annual sales goals
  • Adhering to regulations and policies

Nice-to-have

  • Cambodian language skills
  • Community involvement

Key Requirements

  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • Ability to travel within assigned market
  • Bachelor's degree strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter