Financial Advisor Associate- Borough Park

TD Bank

Brooklyn, New York, United States
$66,560 - $99,320 usd; not specified; not specifie...
Financial analysis and markets knowledge
Investment and insurance strategies
Client relationship development
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs

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.
  • The role involves analyzing financial information, educating clients on strategies, and recommending personalized investment and insurance products.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and 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.

Salary

$66,560 - $99,320 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets knowledge
  • Investment and insurance strategies
  • Client relationship development
  • Salesforce and Money Guide Pro proficiency
  • FINRA regulations adherence

Nice-to-have

  • Community involvement and support
  • Mentoring new associates
  • Fostering a positive work environment
  • Proactive client needs anticipation

Key Requirements

  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required
  • 1+ years of financial services experience
  • Bachelor's degree strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter