Financial Advisor - Port Saint Lucie, Fl

TD

Port Saint Lucie, Florida, United States of America
$72,280 - $108,160 usd; not specified; not specifi...
Not specified (likely in-person based on location).
Financial planning guidance
Investment management solutions
Client relationship development
TD Bank is seeking a Financial Advisor for their Port Saint Lucie, Florida branch. The role involves providing financial planning and investment management solutions while fostering client relationships through a three-year program designed for growth and skill development

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.
  • 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.
  • The Total Rewards package reflects the investments TD makes in its colleagues to help them achieve their financial, physical, and mental well-being goals.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for their Port Saint Lucie, Florida branch. The role involves providing financial planning and investment management solutions while fostering client relationships through a three-year program designed for growth and skill development.

Salary

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

Skills & Requirements

Must-have

  • Financial planning guidance
  • Investment management solutions
  • Client relationship development
  • Sales goal achievement
  • Customer-centric service delivery

Nice-to-have

  • Positive and constructive work environment
  • Community involvement
  • Mentoring new FAs
  • Reimagining banking experience

Key Requirements

  • 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
  • Bachelor's degree strongly preferred
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter