Financial Advisor Associate - Washington, Dc

TD Bank

Washington, District of Columbia, United States of America
$66,560 - $99,320 usd; not specified; not specifie...
Financial analysis and markets 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.
  • The role involves analyzing financial information, educating clients on strategies, and recommending personalized investment and insurance products.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development for colleagues.

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 markets knowledge
  • Investment and insurance strategies
  • Client relationship development
  • Salesforce and Money Guide Pro proficiency
  • Regulatory compliance adherence

Nice-to-have

  • Community involvement and support
  • Mentoring new FAAs
  • Fostering constructive work environment

Key Requirements

  • 1+ years financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required
  • Bachelor's degree strongly preferred
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter