Financial Advisor - Bethpage

TD

Bethpage, New York, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions aligned with client goals

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions aligned with client goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities.
  • TD fosters a respectful and inclusive workplace culture with ongoing training, mentoring programs, and support for colleague development to help employees unlock their full potential.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions aligned with client goals.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Financial planning and investment sales
  • Client relationship management
  • Sales goal achievement
  • Compliance with financial regulations
  • Lead generation and referral promotion
  • Annual client review meetings

Nice-to-have

  • Coaching and mentoring skills
  • Strong organizational and time management
  • Customer-centric service delivery
  • Community involvement and charity support
  • Collaborative team environment

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of financial advice and investment sales experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 or ability to obtain
  • Eligibility for employment under FINRA standards
  • Ability to travel within assigned market
  • Consultative sales experience

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter