Financial Advisor - Montgomery County, Pa

TD

Flourtown, Pennsylvania, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role requires adherence to all relevant regulatory requirements and firm policies while fostering a positive work environment and contributing to team success.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Financial planning and investment sales
  • Client relationship management
  • Sales goal achievement
  • Compliance with financial regulations
  • Lead generation and referral promotion
  • Annual client review process
  • Travel within assigned market

Nice-to-have

  • Coaching and mentoring colleagues
  • Community involvement and charity support
  • Strong organizational and time management skills
  • Customer-centric service delivery
  • Collaborative team environment
  • Consultative sales experience
  • Advanced wealth product knowledge

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of financial advice and investment sales experience
  • SIE, Series 7, Series 63 licenses required
  • L&H and Series 66 (or equivalent) license or ability to obtain
  • Eligibility for employment under FINRA standards
  • Ability to travel and commute within assigned territory

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter