Financial Advisor Associate - North Windham, Maine

TD Bank

Windham, Maine, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Address wealth management needs
Analyze financial information
Develop investment strategies
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs

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.
  • 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 to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

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.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Address wealth management needs
  • Analyze financial information
  • Develop investment strategies
  • Build and maintain client relationships
  • Fiduciary duty to clients
  • Salesforce and Money Guide Pro proficiency

Nice-to-have

  • Community involvement and support
  • Foster a positive work environment
  • Mentor new colleagues
  • Proactive client needs anticipation

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
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter