Financial Advisor - Tenleytown, Dc

TD

Washington, DC, United States
Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Investment sales experience
Client relationship management
Financial planning guidance
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients

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 to TD Wealth clients.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • TD is committed to fostering a respectful and inclusive workplace culture that supports colleague growth, diversity, and a positive employee experience.

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 to TD Wealth clients.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Investment sales experience
  • Client relationship management
  • Financial planning guidance
  • Sales goal achievement
  • Compliance with financial regulations
  • Client onboarding and review process

Nice-to-have

  • Coaching and mentoring skills
  • Community involvement
  • Strong communication skills
  • Team collaboration
  • Customer-centric service
  • Organizational and time management

Key Requirements

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

Work Rights

Must be eligible for FINRA registration and pass background checks

Tailored Resume

Cover Letter