Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Client discovery and needs analysis
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.
This role involves servicing client needs, developing relationships, and driving asset accumulation, preservation, growth, and protection through investment recommendations and a differentiated service model.
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, alongside opportunities for career development and training.
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: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
providing financial planning guidance
selling investment management solutions
client discovery and needs analysis
meeting sales goals
regulatory compliance
Nice-to-have
fostering a positive work environment
community involvement
mentoring new FAs
Key Requirements
2+ years of advice, planning, and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) or ability to obtain