Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities.
TD is committed to fostering an inclusive culture, supporting colleague development through training, mentoring, and providing a respectful workplace where diverse perspectives are valued.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Financial planning and investment sales
Client relationship management
Sales goal achievement
Compliance with financial regulations
Lead generation and referral partnership
Annual client review process
Nice-to-have
Coaching and mentoring new advisors
Community involvement and charity support
Strong organizational and time management skills
Customer-centric service delivery
Ability to work in fast paced environment
Consultative sales experience
Key Requirements
Bachelor's degree strongly preferred
2+ years financial advice and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 or ability to obtain
Eligible for FINRA registration
Ability to travel within assigned market
Work Rights
Must be eligible for employment under FINRA standards