Financial Advisor Trainee - Manhattan North

TD Bank

New York, New York, United States
Base: $28.85 - $28.85 usd; bonus/equity: not speci...
Client relationship management
Financial analysis and planning
Investment and insurance strategies
The Financial Advisor Trainee role is a transitional position designed to develop the skills necessary to become a Financial Advisor Associate

Job Summary

  • The Financial Advisor Trainee role is a transitional position designed to develop the skills necessary to become a Financial Advisor Associate.
  • Responsibilities include analyzing client financial information, educating clients on strategies, and recommending personalized investment and insurance products.
  • TD Bank offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, and career development opportunities.

Matching Summary

The Financial Advisor Trainee role is a transitional position designed to develop the skills necessary to become a Financial Advisor Associate.

Salary

Base: $28.85 - $28.85 USD; Bonus/Equity: Not specified; Benefits: Included in Total Rewards package

Skills & Requirements

Must-have

  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategies
  • Fiduciary duty to clients
  • Sales and referral generation

Nice-to-have

  • Strong interpersonal skills
  • Ability to influence others
  • Collaborative team environment
  • Continuous learning and development

Key Requirements

  • Bachelor's Degree strongly preferred
  • 1+ years relevant work experience or college degree
  • SIE required
  • Ability to obtain Life & Health, Series 7 and Series 66 licenses
  • FINRA eligibility and compliance

Work Rights

Not specified

Tailored Resume

Cover Letter