Financial Advisor Associate - Delray Beach

TD Wealth

Delray Beach, Florida, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and markets knowledge
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, analyzing financial information, and recommending personalized strategies

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, analyzing financial information, and recommending personalized strategies.
  • As a fiduciary, the FAA will put the client's financial interests first, providing objective financial advice, long-term retirement planning, and annual reviews.
  • TD is committed to providing fair and equitable compensation opportunities, with growth opportunities and skill development as defining features of the colleague experience.

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, analyzing financial information, and recommending personalized strategies.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets knowledge
  • Investment and insurance strategies
  • Client relationship management
  • Salesforce and Money Guide Pro proficiency
  • Consultative sales experience

Nice-to-have

  • Community involvement and support
  • Mentoring new FAAs
  • Fostering positive work environment

Key Requirements

  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • 1+ years of relevant work experience
  • Bachelor's degree strongly preferred
  • FINRA eligibility and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter