Financial Advisor - King Of Prussia, Pa

TD Bank

King of Prussia, Pennsylvania, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Not specified
Investment sales experience required
Client financial planning guidance
Consultative sales approach
TD Bank is seeking a Financial Advisor for their King of Prussia, PA location, offering a three-year program designed for individuals to provide financial planning and investment management solutions. The role emphasizes customer-centric service, relationship management, and achieving sales goals. ###

Job Summary

  • The role is a three-year program with a forgivable draw designed for financial advisors to provide comprehensive planning guidance and sell investment solutions.
  • As the central point of contact, the advisor will manage client relationships to achieve greater share of wallet through asset accumulation, preservation, growth, and protection strategies.
  • TD Bank offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for their King of Prussia, PA location, offering a three-year program designed for individuals to provide financial planning and investment management solutions. The role emphasizes customer-centric service, relationship management, and achieving sales goals. ###

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client financial planning guidance
  • Consultative sales approach
  • Wealth management business development
  • Regulatory compliance adherence

Nice-to-have

  • Strong verbal communication skills
  • Community involvement focus
  • Mentoring new team members
  • Fast-paced environment adaptability
  • Customer-centric service delivery

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years advice planning investment sales
  • SIE Series 7 Series 63 required
  • L&H and Series 66 or equivalent
  • Eligible for FINRA registration

Work Rights

Not specified

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