Financial Advisor Trainee-bronx/manhattan/westchester

TD Bank

Pelham, New York, United States
Base: $57,520 - $86,320 usd; bonus/equity: eligibl...
Strong interpersonal communication skills
Ability to analyze client financial goals
Willingness to obtain series 7 and 66 licenses
This transitional role prepares candidates to become Financial Advisor Associates by developing requisite skills in wealth management and client advisory

Job Summary

  • This transitional role prepares candidates to become Financial Advisor Associates by developing requisite skills in wealth management and client advisory.
  • The position requires analyzing client financial information to recommend personalized investment and insurance strategies while acting as a fiduciary.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including health benefits and career development opportunities.

Matching Summary

This transitional role prepares candidates to become Financial Advisor Associates by developing requisite skills in wealth management and client advisory.

Salary

Base: $57,520 - $86,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal communication skills
  • Ability to analyze client financial goals
  • Willingness to obtain Series 7 and 66 licenses
  • Sales and referral generation capabilities
  • Understanding of wealth management products

Nice-to-have

  • Self-directed planning abilities
  • Experience in customer service excellence
  • Knowledge of local market trends
  • Commitment to inclusive culture
  • Ability to coach retail staff

Key Requirements

  • Bachelor's Degree strongly preferred
  • SIE license required
  • Obtain Life & Health, Series 7, and Series 66 licenses
  • 1+ years relevant work experience or college degree
  • Eligibility for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter