Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Wealth management advisory services
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend tailored investment and insurance strategies to meet their financial goals
Job Summary
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend tailored investment and insurance strategies to meet their financial goals.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
The role emphasizes ongoing client relationship management, compliance with regulatory requirements, and collaboration with Retail and Small Business staff to identify referral prospects.
Matching Summary
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend tailored investment and insurance strategies to meet their financial goals.
Salary
Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development
Skills & Requirements
Must-have
Wealth management advisory services
Client relationship management
Financial analysis and planning
Investment and insurance strategies
Consultative sales experience
Proficient in SalesForce and Money Guide Pro
Ability to travel within assigned market
Nice-to-have
Strong interpersonal skills
Team collaboration and mentoring
Community involvement and charity support
Self-directed planning and organization
Career development and training focus
Key Requirements
Bachelor's degree strongly preferred
1+ years financial services experience or FAA Trainee program completion
SIE & Series 7 required
L&H and Series 66 or ability to obtain
Ability to commute and travel within assigned territory
Eligibility for employment under FINRA standards
Work Rights
Must be eligible for employment under FINRA standards