West Long Branch, New Jersey, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Servicing unique and complex needs
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
This role involves servicing client needs, developing relationships to achieve greater share of wallet, and ensuring clients achieve their goals related to asset accumulation, preservation, growth, and protection.
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 comprehensive benefits.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Providing financial planning guidance
Selling investment management solutions
Servicing unique and complex needs
Maximizing retention and growth
Partner and promote lead generation
Nice-to-have
Fostering a positive work environment
Community involvement and initiatives
Mentoring new Financial Advisors
Representing TD Wealth professionally
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) or ability to obtain