Financial Advisor Associate - Keene, New Hampshire

TD Bank

Keene, New Hampshire, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and markets
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

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.
  • The role involves analyzing financial information, educating clients on strategies, and recommending personalized investment and insurance products.
  • TD is committed to providing fair and equitable compensation, 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.

Salary

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

Skills & Requirements

Must-have

  • Financial analysis and markets
  • 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
  • Mentor new FAAs
  • Remarkably human and refreshingly simple

Key Requirements

  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • 1+ years relevant financial services experience
  • Bachelor's degree strongly preferred
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter