Financial Advisor Trainee - Fresh Meadows, New York

TD Bank

Fresh Meadows, New York, United States of America
Base: $28.85 usd; bonus/equity: variable compensat...
Strong interpersonal communication skills
Ability to analyze client financial goals
Willingness to obtain series 7 license
This transitional role is designed to train candidates to qualify for the Financial Advisor Associate position by learning requisite skills

Job Summary

  • This transitional role is designed to train candidates to qualify for the Financial Advisor Associate position by learning requisite skills.
  • The successful candidate will meet with prospects to analyze financial information, understand their goals, and recommend personalized investment strategies.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development programs.

Matching Summary

This transitional role is designed to train candidates to qualify for the Financial Advisor Associate position by learning requisite skills.

Salary

Base: $28.85 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal communication skills
  • Ability to analyze client financial goals
  • Willingness to obtain Series 7 license
  • Ability to obtain Series 66 license
  • Ability to obtain Life and Health license

Nice-to-have

  • Self-directed planning abilities
  • Understanding of wealth products
  • Commitment to inclusive culture
  • Experience in retail banking environment

Key Requirements

  • Bachelor's Degree strongly preferred
  • 1+ years relevant work experience or college degree
  • SIE required
  • Must obtain Life & Health license
  • Must obtain Series 7 and Series 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter