$66,560 - $99,320 usd; not specified; not specifie...
Financial analysis and market knowledge
Investment and insurance strategies
Client relationship development
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs
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.
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 them by addressing their wealth management advisory needs.
Salary
$66,560 - $99,320 USD; Not specified; Not specified
Skills & Requirements
Must-have
Financial analysis and market knowledge
Investment and insurance strategies
Client relationship development
SalesForce and Money Guide Pro proficiency
Fiduciary duty to clients
Nice-to-have
Community involvement and initiatives
Mentoring new associates
Proactive client needs anticipation
Key Requirements
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain