Financial Advisor - Kings Highway/brooklyn

TD

Brooklyn, New York, United States
Base: $78,280 - $117,520 usd; bonus/equity: not sp...
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 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 investment management solutions to TD Wealth clients.
  • 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 an inclusive culture that values diversity and provides ongoing training, mentoring, and support to help colleagues succeed and grow their careers.

Matching Summary

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

Salary

Base: $78,280 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, banking 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 meetings

Nice-to-have

  • Coaching and mentoring skills
  • Community involvement and charity support
  • Strong organizational and time management
  • Consultative sales experience
  • Ability to work in fast paced environment
  • Team collaboration and positive work 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
  • Eligible for employment under FINRA standards
  • Ability to travel within assigned market

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter