Financial Advisor Associate-sheepshead Bay, Brooklyn

The Dominion

Brooklyn, NY, United States
$66,560 - $99,320 usd; bonus/equity: not specified...
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 client financial information and recommending tailored investment strategies.
  • TD is committed to colleague development and offers a comprehensive Total Rewards package.

Matching Summary

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

Salary

$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

  • Russian speaking preferred
  • Self-directed with strong planning skills
  • Experience in consultative sales

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter