Financial Advisor Associate - Bethpage, Ny

TD Bank

Bethpage, New York, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Financial analysis and markets knowledge
Investment and insurance strategies
Client relationship development
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 for its colleagues.

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: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets knowledge
  • Investment and insurance strategies
  • Client relationship development
  • Salesforce and Money Guide Pro proficiency
  • Fiduciary duty to clients

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter