Financial Advisor Associate- Manhattan, Ny

TD Bank

New York, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
Strong interpersonal and communication skills
Ability to analyze financial information
Consultative sales experience required
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 diverse career paths where you can grow your expertise and make a meaningful impact through regular development conversations and mentoring programs.

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

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

  • Strong interpersonal and communication skills
  • Ability to analyze financial information
  • Consultative sales experience required
  • Proficiency in SalesForce and Money Guide Pro

Nice-to-have

  • Self-directed with strong planning ability
  • Community involvement and charity support
  • Mentoring new FAA colleagues
  • Deep understanding of retail banking clients

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

Work Rights

Not specified

Tailored Resume

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