Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Customer-centric service delivery
The Financial Advisor role is a three-year program with a forgivable draw, designed for individuals providing financial planning guidance and selling investment management solutions
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, designed for individuals providing financial planning guidance and selling investment management solutions.
This role requires servicing unique and complex client needs by reviewing financial goals and making investment recommendations, acting as the central point of contact for TD Wealth clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings programs, paid time off, and career development opportunities.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, designed for individuals providing financial planning guidance and selling investment management solutions.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Providing financial planning guidance
Selling investment management solutions
Customer-centric service delivery
Financial needs analysis
Meeting sales goals
Regulatory compliance
Nice-to-have
Fostering positive work environment
Community involvement
Mentoring new FAs
Exceptional client experience
Key Requirements
Bachelor's degree strongly preferred
2+ years of experience
SIE, Series 7, Series 63 required
Ability to obtain L&H and Series 66
Consultative sales experience required
Ability to travel within assigned market
Work Rights
Must be eligible for employment under FINRA standards