Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and markets
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs
Job Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
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 Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
Salary
Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Financial analysis and markets
Investment and insurance strategies
Client relationship management
Wealth management advisory needs
SalesForce and Money Guide Pro
Nice-to-have
Community involvement and support
Fostering a positive work environment
Mentoring new FAAs
Remarkably human and refreshingly simple
Key Requirements
SIE & Series 7 required
L&H and Series 66 (or equivalent) required
1+ years of relevant work experience
Bachelor's degree strongly preferred
Ability to travel within assigned market
Work Rights
Must be eligible for employment under FINRA standards