Financial Advisor - Royersford, Pa

TD

Royersford, Pennsylvania, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Experience selling investments
Providing financial plans
Client service and relationship development
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • TD is committed to fostering an inclusive culture, providing ongoing training, development, and support to help colleagues succeed and grow their careers.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Experience selling investments
  • Providing financial plans
  • Client service and relationship development
  • Meeting sales goals
  • Compliant with financial regulations
  • Consultative sales experience

Nice-to-have

  • Coaching and mentoring skills
  • Strong organizational skills
  • Ability to travel within market
  • Customer-centric service approach
  • Team collaboration and communication

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of financial advice and investment sales experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 or ability to obtain
  • Eligible for employment under FINRA standards

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter