Financial Advisor Associate - Westfield, Massachusetts

TD Bank

Westfield, Massachusetts, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and markets
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
  • The role involves analyzing financial information, educating clients on strategies, and recommending personalized investment and insurance products.
  • TD Bank offers a comprehensive 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 them by addressing their wealth management advisory needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets
  • Investment and insurance strategies
  • Client relationship management
  • SalesForce and Money Guide Pro
  • Wealth management business development

Nice-to-have

  • Community involvement
  • Fostering positive work environment
  • Mentoring new FAAs

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter