$61,880 - $92,560 usd; not specified; not specifie...
Client relationship management
Financial analysis and planning
Investment and insurance strategies
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 FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.
TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.
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
$61,880 - $92,560 USD; Not specified; Not specified
Skills & Requirements
Must-have
Client relationship management
Financial analysis and planning
Investment and insurance strategies
SalesForce and Money Guide Pro
Develop client base
Retail and Small Business staff coaching
Nice-to-have
Community involvement
Mentoring new FAAs
Foster positive work environment
Remarkably human interactions
Key Requirements
1+ years relevant financial services experience
SIE & Series 7 required
L&H and Series 66 (or equivalent) required or ability to obtain