Financial Advisor - Vineland, Nj

TD

Vineland, New Jersey, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Managing annual client reviews and wealth goals
This three-year program offers a forgivable draw for financial advisors to provide guidance and sell investment management solutions

Job Summary

  • This three-year program offers a forgivable draw for financial advisors to provide guidance and sell investment management solutions.
  • The role serves as the central point of contact responsible for developing client relationships to achieve greater share of wallet through asset accumulation and protection.
  • TD provides comprehensive training, onboarding sessions, and access to an online learning platform to help colleagues succeed in their career path.

Matching Summary

This three-year program offers a forgivable draw for financial advisors to provide guidance and sell investment management solutions.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards available; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing annual client reviews and wealth goals
  • Achieving quarterly and annual sales targets
  • Referring business to retail and commercial partners

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to travel within assigned market five days a week
  • Experience interacting with retail banking clients
  • Fostering a positive and constructive work environment
  • Mentoring new financial advisors

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter