Financial Advisor Associate - Oceanside, Ny

TD

Oceanside, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Financial analysis and markets knowledge
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs, analyzing financial information, and recommending personalized strategies

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs, analyzing financial information, and recommending personalized strategies.
  • As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and benefits.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs, analyzing financial information, and recommending personalized strategies.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets knowledge
  • Investment and insurance strategies
  • Client relationship management
  • SalesForce and Money Guide Pro proficiency
  • Develop client base and meet goals

Nice-to-have

  • Community involvement and support
  • Foster positive work environment
  • Mentoring new FAAs
  • Proactive client needs anticipation

Key Requirements

  • 1+ years relevant work experience
  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Bachelor's degree strongly preferred
  • FINRA eligibility and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter