Financial Advisor- Great Barrington, Massachusetts

TD Bank

Great Barrington, Massachusetts, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
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Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
** TD Bank is seeking a Financial Advisor in Great Barrington, Massachusetts, to provide financial planning and investment management solutions within a three-year program. The role emphasizes customer-centric service, relationship development, and the achievement of sales goals. **

Job Summary

  • The Financial Advisor role is a three-year program designed to provide financial planning guidance and sell investment management solutions.
  • Candidates will serve as the central point of contact for clients, responsible for developing relationships to achieve greater share of wallet.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Advisor in Great Barrington, Massachusetts, to provide financial planning and investment management solutions within a three-year program. The role emphasizes customer-centric service, relationship development, and the achievement of sales goals. **

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing client relationships and goals
  • Executing annual client reviews
  • Meeting quarterly and annual sales goals

Nice-to-have

  • Self-directed with strong planning ability
  • Fostering a positive work environment
  • Community involvement and charity support
  • Mentoring new financial advisors
  • Partnering with retail banking staff

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Ability to travel five days a week within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter