Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives
Job Summary
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
The role requires adherence to all applicable financial regulations and firm policies while fostering a positive work environment and contributing as a team member and mentor.
Matching Summary
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives.
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
Financial analysis and planning
Investment and insurance strategies
Consultative sales experience
Use of SalesForce and Money Guide Pro
Compliance with financial regulations
Nice-to-have
Strong interpersonal skills
Ability to influence and build client base
Team collaboration and mentoring
Community involvement
Self-directed planning
Career development focus
Key Requirements
Bachelor's degree strongly preferred
1+ years financial services experience or FAA Trainee completion
SIE & Series 7 required
L&H and Series 66 or ability to obtain
Ability to travel within assigned market
Consultative sales experience required
Eligibility under FINRA standards
Work Rights
Must be eligible for employment under FINRA standards