Financial Advisor Associate - Union, Nj

TD Bank

Union, New Jersey, United States
Base: $66,560 - $99,320 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 products, and recommending personalized solutions as a fiduciary.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings programs, and career development opportunities.

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
  • Investment and insurance strategies
  • Client relationship management
  • SalesForce and Money Guide Pro
  • Sales and referral goals

Nice-to-have

  • Community involvement
  • Mentoring new associates
  • Fostering a positive work environment

Key Requirements

  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required
  • 1+ years relevant experience
  • Bachelor's degree strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter