Financial Advisor - Naples, Fl

TD Bank

Naples, Florida, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning guidance
Investment management solutions
Client relationship management
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions.
  • This role requires servicing unique and complex client needs by reviewing financial goals and making aligned investment recommendations.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development for all colleagues.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial planning guidance
  • Investment management solutions
  • Client relationship management
  • Sales goal achievement
  • Customer-centric service delivery

Nice-to-have

  • Positive work environment contribution
  • Community involvement
  • Mentorship of new advisors

Key Requirements

  • 2+ years of advice, planning, and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Bachelor's degree strongly preferred
  • Consultative sales experience required
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter