Base: $28.85 usd ph; bonus/equity: not specified; ...
Client relationship development
Financial needs assessment
Investment and insurance strategy
The Financial Advisor Trainee role is designed as a transitional position to develop skills necessary to become a Financial Advisor Associate, focusing on client wealth management and advisory services
Job Summary
The Financial Advisor Trainee role is designed as a transitional position to develop skills necessary to become a Financial Advisor Associate, focusing on client wealth management and advisory services.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to fostering a diverse and inclusive culture that supports colleague growth and provides ongoing training and mentoring to help employees succeed.
Matching Summary
The Financial Advisor Trainee role is designed as a transitional position to develop skills necessary to become a Financial Advisor Associate, focusing on client wealth management and advisory services.
Salary
Base: $28.85 USD per hour; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, and other employee benefits
Skills & Requirements
Must-have
Client relationship development
Financial needs assessment
Investment and insurance strategy
Wealth management advisory
Sales and referral goal achievement
Compliance with FINRA regulations
Nice-to-have
Strong interpersonal skills
Ability to influence and coach
Team collaboration and communication
Customer service excellence
Inclusive workplace culture
Key Requirements
Bachelor's Degree strongly preferred
1+ years relevant work experience or college degree
SIE required
Ability to obtain Life & Health, Series 7 and Series 66 licenses
Eligibility for employment under FINRA standards
Successful completion of background and regulatory checks
Work Rights
Must be eligible for employment under FINRA standards