Scotch Plains, New Jersey, United States of America
$66,560 - $99,320 usd; not specified; not specifie...
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Attract and retain clients
Analyze financial information and goals
Educate and advise on investment strategies
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TD Bank is seeking a Financial Advisor Associate in Scotch Plains, New Jersey, to assist clients with their wealth management needs. The ideal candidate will possess strong interpersonal skills, relevant financial knowledge, and experience in client relationship management.
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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 products, and recommending personalized solutions to meet their financial and wealth creation objectives.
TD Bank offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off.
Matching Summary
Match Score: 75
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TD Bank is seeking a Financial Advisor Associate in Scotch Plains, New Jersey, to assist clients with their wealth management needs. The ideal candidate will possess strong interpersonal skills, relevant financial knowledge, and experience in client relationship management.
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Salary
$66,560 - $99,320 USD; Not specified; Not specified
Skills & Requirements
Must-have
Attract and retain clients
Analyze financial information and goals
Educate and advise on investment strategies
Develop and maintain client relationships
Fiduciary duty to clients
Nice-to-have
Community involvement
Foster positive work environment
Mentor new FAAs
Key Requirements
1+ years of relevant work experience
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain