Financial Advisor Associate - Medford, Ny

The Dominion

Medford, NY, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Strong interpersonal skills
Proficient in salesforce
Ability to analyze financial information
The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs.
  • This role involves analyzing financial information to recommend tailored investment strategies.
  • TD is committed to colleague development and offers a competitive benefits package.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs.

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 analyze financial information

Nice-to-have

  • Consultative sales experience
  • Community involvement
  • Mentoring new colleagues

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter