Financial Advisor - Rutland, Vermont

TD Bank

Rutland, Vermont, United States
$72,280 - $108,160 usd; not specified; not specifi...
Client discovery and needs analysis
Investment recommendations and sales
Customer relationship management
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.
  • Responsibilities include servicing client needs, developing relationships for greater share of wallet, and ensuring clients achieve their goals related to asset accumulation, preservation, growth, and protection.
  • TD 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 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

$72,280 - $108,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • client discovery and needs analysis
  • investment recommendations and sales
  • customer relationship management
  • sales goal achievement
  • regulatory compliance adherence

Nice-to-have

  • community involvement and support
  • positive and constructive work environment
  • mentorship of new advisors
  • proactive client contact strategy

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter