$61,880 - $92,560 usd; not specified; not specifie...
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.
As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
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
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
Mentoring new FAAs
Fostering positive work environment
Key Requirements
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain