Financial Advisor Associate - Keene, New Hampshire

TD Bank

Keene, New Hampshire, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
Strong interpersonal and communication skills
Ability to analyze financial goals and assets
Consultative sales experience required
The Financial Advisor Associate works as a fiduciary to put client financial interests first while providing objective advice on wealth management strategies

Job Summary

  • The Financial Advisor Associate works as a fiduciary to put client financial interests first while providing objective advice on wealth management strategies.
  • The role involves developing and maintaining client relationships by analyzing financial information, educating prospects, and recommending personalized investment solutions.
  • TD Bank offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The Financial Advisor Associate works as a fiduciary to put client financial interests first while providing objective advice on wealth management strategies.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, paid time off, and banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Ability to analyze financial goals and assets
  • Consultative sales experience required
  • Proficiency in Salesforce and Money Guide Pro
  • Willingness to travel five days a week

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience interacting with retail banking clients
  • Understanding of wealth management business development
  • Commitment to community initiatives and charity

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years relevant work experience in financial services
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter