Financial Advisor Associate - Mineola

TD Bank

Mineola, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibi...
Strong interpersonal and communication skills
Ability to analyze financial information and goals
Consultative sales experience with retail clients
The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
  • The role involves developing a client base by acquiring new prospects, educating retail staff on referrals, and managing ongoing client relationships.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligibility 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 and goals
  • Consultative sales experience with retail clients
  • Proficiency in Salesforce and Money Guide Pro
  • Willingness to travel five days a week

Nice-to-have

  • Self-directed planning for sales goals
  • Mentoring capabilities for new associates
  • Community involvement and charity support
  • Deep understanding of wealth products

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
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter