Financial Advisor - Naples, Fl

TD

Naples, FL, US
Base: $72,280 - $108,160 usd; bonus/equity: eligib...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, paid time off, and career development opportunities.
  • TD is committed to fostering a respectful workplace where diverse perspectives are valued and provides training, onboarding, and ongoing development to support colleague success.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Eligibility for cash and/or equity incentive awards; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Financial planning and investment sales
  • Client relationship management
  • Sales goal achievement
  • Compliance with financial regulations
  • Lead generation and referral promotion
  • Annual client review implementation

Nice-to-have

  • Coaching and mentoring colleagues
  • Community involvement and charity support
  • Strong organizational and time management skills
  • Consultative sales experience
  • Ability to work in fast paced environment

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years financial advice and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 or ability to obtain
  • Ability to travel within assigned market
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter