$66,560 - $99,320 usd; not specified; not specifie...
Financial analysis and markets knowledge
Investment and insurance strategies
Client relationship management
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 total rewards package including salary, incentives, and benefits.
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
$66,560 - $99,320 USD; Not specified; Not specified
Skills & Requirements
Must-have
Financial analysis and markets knowledge
Investment and insurance strategies
Client relationship management
Salesforce and Money Guide Pro proficiency
Fiduciary duty to clients
Nice-to-have
Community involvement and support
Mentoring new FAAs
Positive and constructive work environment
Key Requirements
Bachelor's degree strongly preferred
1+ years of relevant financial services experience
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain