Financial Advisor Associate- Poughkeepsie, Ny

TD Bank

Poughkeepsie, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
**
Strong interpersonal skills for client relationships
Ability to analyze financial information and goals
Consultative sales experience with retail clients
** TD Bank is seeking a Financial Advisor Associate in Poughkeepsie, NY, to help clients with wealth management advisory needs, focusing on personalized financial strategies. The role requires strong interpersonal skills and a comprehensive understanding of financial products to build and manage client relationships effectively. **

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
  • The role involves developing and maintaining client relationships by analyzing financial data to recommend personalized investment and insurance strategies.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Advisor Associate in Poughkeepsie, NY, to help clients with wealth management advisory needs, focusing on personalized financial strategies. The role requires strong interpersonal skills and a comprehensive understanding of financial products to build and manage client relationships effectively. **

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Strong interpersonal skills for client relationships
  • Ability to analyze financial information and goals
  • Consultative sales experience with retail clients
  • Proficiency in SalesForce and Money Guide Pro software

Nice-to-have

  • Self-directed ability to plan own activities
  • Experience mentoring new team members
  • Community involvement and charity support
  • Deep understanding of wealth products

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter