Financial Advisor Associate - Hicksville, Ny

TD Bank

Hicksville, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
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Sie & series 7 license required
L&h and series 66 license or equivalent
Consultative sales experience required
** TD Bank is seeking a Financial Advisor Associate in Hicksville, NY, to engage with clients on wealth management and financial advisory needs. The role emphasizes relationship building, personalized client service, and adherence to regulatory standards while offering competitive compensation and growth opportunities. **

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
  • Candidates must possess broad knowledge of financial markets and the ability to analyze client assets, liabilities, and goals to recommend tailored investment strategies.
  • TD 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 Associate in Hicksville, NY, to engage with clients on wealth management and financial advisory needs. The role emphasizes relationship building, personalized client service, and adherence to regulatory standards while offering competitive compensation and growth opportunities. **

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • SIE & Series 7 license required
  • L&H and Series 66 license or equivalent
  • Consultative sales experience required
  • Ability to travel five days a week
  • Proficiency in SalesForce and Money Guide Pro

Nice-to-have

  • Strong interpersonal and communication skills
  • Experience with retail banking clients
  • Mentoring new FAA team members
  • Community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience
  • SIE & Series 7 required
  • L&H and Series 66 required
  • Eligible for FINRA registration

Work Rights

Not specified

Tailored Resume

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