Financial Advisor Trainee

The Dominion

West Long Branch, New Jersey, United States of America
Base: $25.75 - $38.50 usd; bonus/equity: not speci...
Financial analysis and markets knowledge
Client needs assessment
Investment and insurance strategies
The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client acquisition and retention through wealth management advisory services

Job Summary

  • The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client acquisition and retention through wealth management advisory services.
  • Responsibilities include meeting with prospects and clients to analyze financial information, educate on investment and insurance strategies, and recommend personalized solutions, acting as a fiduciary to prioritize client interests.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, offering a comprehensive Total Rewards package that includes base salary, variable compensation, health and well-being benefits, and career development programs.

Matching Summary

The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client acquisition and retention through wealth management advisory services.

Salary

Base: $25.75 - $38.50 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets knowledge
  • Client needs assessment
  • Investment and insurance strategies
  • Fiduciary duty to clients
  • Sales and fulfillment of insurance
  • Relationship building skills

Nice-to-have

  • Extraordinary employee experience
  • Reimagining what banking can be
  • Remarkably human and refreshingly simple

Key Requirements

  • Bachelor's Degree strongly preferred
  • 1+ years of relevant work experience or college degree
  • SIE required
  • Ability to obtain Life & Health, Series 7 and Series 66 licenses
  • FINRA eligibility and compliance

Work Rights

Not specified

Tailored Resume

Cover Letter