Financial Advisor - West Babylon, Ny

TD Bank

West Babylon, New York, United States of America
Base: $74,880 - $102,960 usd; bonus/equity: variab...
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Investment sales experience required
Client discovery and financial needs analysis
Annual client review execution
** TD Bank is seeking a Financial Advisor for its West Babylon, NY location, offering a comprehensive three-year program focused on financial planning and investment management for clients in the Mass Affluent segment. The role emphasizes building client relationships, achieving sales goals, and delivering exceptional customer service. **

Job Summary

  • The role serves as a three-year program with a draw to provide financial planning guidance and sell investment management solutions to Mass Affluent clients.
  • Financial Advisors are responsible for deepening wallet share by anticipating client needs and suggesting appropriate wealth solutions while ensuring exceptional client experiences.
  • TD Bank offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Advisor for its West Babylon, NY location, offering a comprehensive three-year program focused on financial planning and investment management for clients in the Mass Affluent segment. The role emphasizes building client relationships, achieving sales goals, and delivering exceptional customer service. **

Salary

Base: $74,880 - $102,960 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client discovery and financial needs analysis
  • Annual Client Review execution
  • Mass Affluent segment focus
  • Regulatory compliance adherence

Nice-to-have

  • Consultative sales approach
  • Community involvement and charity support
  • Mentoring new Financial Advisors
  • Cross-departmental partnership skills
  • Fast-paced environment adaptability

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice and investment sales experience
  • SIE, Series 7, Series 66 licenses required
  • Life and Health insurance license required
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

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