Financial Advisor- Bronx/manhattan/westchester

TD Bank

Pelham, New York, United States
Base: $78,520 - $117,520 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
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

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 review client financial goals, make aligned investment recommendations, and deepen wallet share by anticipating client needs.
  • TD Bank offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching 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.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

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

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel within assigned market
  • fostering a positive work environment
  • mentoring new financial advisors
  • community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 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