Financial Advisor - Montgomery County, Pa

TD Bank

Flourtown, Pennsylvania, United States of America
$72,280 - $108,160 usd; not specified; not specifi...
Financial planning guidance
Investment management solutions sales
Customer-centric service delivery
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
  • The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.

Salary

$72,280 - $108,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial planning guidance
  • Investment management solutions sales
  • Customer-centric service delivery
  • Client onboarding experience
  • Sales goals achievement
  • Regulatory compliance adherence

Nice-to-have

  • Positive and constructive work environment
  • Community involvement support
  • Mentorship to new FAs
  • Remarkably human and refreshingly simple

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Ability to travel within assigned market
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter