Financial Advisor - Voorhees, Nj

TD Bank

Voorhees, New Jersey, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Fully onsite
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Bank is seeking a Financial Advisor for a three-year program in Voorhees, NJ, focusing on providing financial planning and investment management solutions. The ideal candidate should have at least two years of relevant experience and possess the necessary financial licenses

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw designed for professionals to provide financial planning guidance and sell investment management solutions.
  • As the central point of contact, the advisor will service unique client needs by reviewing financial goals and making investment recommendations aligned to asset accumulation, preservation, growth, and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for a three-year program in Voorhees, NJ, focusing on providing financial planning and investment management solutions. The ideal candidate should have at least two years of relevant experience and possess the necessary financial licenses.

Salary

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

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • achieving quarterly and annual sales goals

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel within assigned market
  • consultative sales experience required
  • fostering a positive 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
  • Eligibility for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter