Financial Advisor Associate - Medford, Ny

TD

Medford, New York, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Wealth management advisory services
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients and prospects to address their wealth management advisory needs through personalized financial advice and relationship building

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients and prospects to address their wealth management advisory needs through personalized financial advice and relationship building.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role emphasizes compliance with federal and state regulations, ongoing education, and fostering a positive team environment while representing TD Wealth professionally.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients and prospects to address their wealth management advisory needs through personalized financial advice and relationship building.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, and other rewards

Skills & Requirements

Must-have

  • Wealth management advisory services
  • Client relationship management
  • Financial analysis and planning
  • Consultative sales experience
  • Use of SalesForce and Money Guide Pro
  • Compliance with financial regulations
  • Travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Mentoring and team collaboration
  • Community involvement and charity support
  • Career development and training focus
  • Ability to influence and coach retail staff

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience or FAA Trainee completion
  • SIE & Series 7 required
  • L&H and Series 66 or ability to obtain
  • Ability to travel within assigned territory
  • Eligibility for employment under FINRA standards

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter