Financial Advisor Associate - Washington, Dc

The Dominion

Washington, DC, United States
$66,560 - $99,320 usd; not specified; not specifie...
Strong interpersonal skills
Proficient in salesforce
Ability to travel within assigned market
The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management advisory needs.
  • The role involves analyzing client financial information and providing tailored investment strategies.
  • TD is committed to colleague development and offers a competitive benefits package.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management advisory needs.

Salary

$66,560 - $99,320 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Proficient in SalesForce
  • Ability to travel within assigned market

Nice-to-have

  • Consultative sales experience
  • Understanding of wealth management
  • Community involvement

Key Requirements

  • 1+ years of relevant work experience
  • SIE & Series 7 required
  • Bachelor's degree strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter