Financial Advisor Associate - West Babylon, Ny

TD Bank

West Babylon, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: variabl...
Strong interpersonal and communication skills
Ability to analyze client financial information
Consultative sales experience required
The Financial Advisor Associate works as a fiduciary to provide objective financial advice, long-term retirement planning, and annual reviews for TD Wealth clients

Job Summary

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

Matching Summary

The Financial Advisor Associate works as a fiduciary to provide objective financial advice, long-term retirement planning, and annual reviews for TD Wealth clients.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Ability to analyze client financial information
  • Consultative sales experience required
  • Proficiency in SalesForce and Money Guide Pro
  • Willingness to travel five days a week

Nice-to-have

  • Self-directed with strong planning ability
  • Experience mentoring new team members
  • Community involvement and charity support
  • Deep understanding of wealth products
  • Ability to build lasting client relationships

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years relevant financial services experience
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter