Financial Advisor Associate - Washington, Dc

TD

Washington, DC, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Investment and insurance strategies
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role requires adherence to regulatory compliance and continuing education while fostering a positive work environment and representing TD Wealth professionally in the community.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Wealth management advisory
  • Client relationship management
  • Investment and insurance strategies
  • Financial analysis and planning
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro
  • Ability to travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Team collaboration and mentoring
  • Community involvement and charity support
  • Self-directed and organized
  • Ability to influence and build client base

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience or FAA Trainee program completion
  • SIE & Series 7 required
  • L&H and Series 66 required or ability to obtain
  • Eligible for employment under FINRA standards
  • Ability to commute and travel within assigned territory

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter