Financial Advisor - Washington, Dc

TD Bank

Washington, District of Columbia, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
Onsite (washington, dc)
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Bank is seeking a Financial Advisor for a three-year program in Washington, DC, focusing on providing financial planning guidance and investment management solutions to clients. The role emphasizes customer-centric service, meeting sales goals, and developing strong relationships with clients while adhering to regulatory requirements

Job Summary

  • The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
  • Advisors serve as the central point of contact responsible for developing relationships to achieve greater share of wallet through asset accumulation and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for a three-year program in Washington, DC, focusing on providing financial planning guidance and investment management solutions to clients. The role emphasizes customer-centric service, meeting sales goals, and developing strong relationships with clients while adhering to regulatory requirements.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • meeting quarterly and annual sales goals

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel five days a week
  • fostering positive work environment
  • mentoring new financial advisors
  • community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 or equivalent required
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter