Financial Advisor Associate - Delray Beach

TD Bank

Delray Beach, Florida, United States
$61,880 - $92,560 usd; not specified; not specifie...
Wealth management advisory needs
Analyze financial information
Develop client relationships
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
  • As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
  • TD offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.

Salary

$61,880 - $92,560 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • wealth management advisory needs
  • analyze financial information
  • develop client relationships
  • investment and insurance strategies
  • fiduciary duty to clients

Nice-to-have

  • foster a positive work environment
  • community involvement
  • mentor new FAAs

Key Requirements

  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • 1+ years relevant experience
  • Bachelor's degree strongly preferred
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter