$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 role involves analyzing financial information, educating clients on strategies and products, and recommending personalized investment and insurance solutions.
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
$61,880 - $92,560 USD; Not specified; Not specified
Skills & Requirements
Must-have
Client relationship management
Financial analysis and planning
Investment and insurance strategies
Sales and business development
Retail and Small Business staff coaching
Nice-to-have
Community involvement
Mentoring new FAAs
Fostering positive work environment
Key Requirements
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain