Financial Advisor Associate- Hartford, Connecticut

The Dominion

Hartford, Connecticut, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and markets knowledge
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs by analyzing financial information, educating on strategies, and recommending personalized investment and insurance products

Job Summary

  • The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs by analyzing financial information, educating on strategies, and recommending personalized investment and insurance products.
  • As a fiduciary, the FAA will put the client's financial interests first by providing objective financial advice, long-term retirement planning, and annual reviews.
  • TD is committed to providing fair and equitable compensation opportunities, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs by analyzing financial information, educating on strategies, and recommending personalized investment and insurance products.

Salary

Base: $61,880 - $92,560 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
  • FINRA regulations adherence

Nice-to-have

  • Community involvement and charity support
  • Mentoring new FAAs
  • Positive and constructive work environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter