Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Client relationship management
Financial analysis and planning
Investment and insurance strategies
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs
Job Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
TD offers a 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 Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
Salary
Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Financial analysis and planning
Investment and insurance strategies
Sales and business development
Fiduciary duty to clients
Nice-to-have
Community involvement
Mentorship of new FAAs
Collaborative work environment
Proactive client needs anticipation
Key Requirements
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain
1+ years of relevant financial services experience