Financial Advisor Associate - Annapolis, Md

TD

Annapolis, Maryland, United States
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.
  • The role involves analyzing financial information, educating clients on strategies, and recommending personalized investment and insurance products.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a focus on client experience and a supportive work environment.

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
  • wealth management advisory needs
  • sales and referral goals

Nice-to-have

  • fostering positive work environment
  • community involvement
  • mentoring new FAAs
  • remarkably human interactions

Key Requirements

  • 1+ years relevant experience
  • SIE & Series 7 required
  • L&H and Series 66 or equivalent
  • Bachelor's degree strongly preferred
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter