Financial Advisor Associate - Bethpage, Ny

TD Bank

Bethpage, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
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Client financial analysis and goal assessment
Investment and insurance strategy recommendation
Relationship building and sales influence
** TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, who will work with clients to address their wealth management needs. The ideal candidate will have a background in financial services and strong interpersonal skills to build and maintain client relationships. **

Job Summary

  • The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies.
  • This role involves developing a client base through acquisition, retention, and growing wallet share by anticipating client needs.
  • TD Bank offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, who will work with clients to address their wealth management needs. The ideal candidate will have a background in financial services and strong interpersonal skills to build and maintain client relationships. **

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client financial analysis and goal assessment
  • Investment and insurance strategy recommendation
  • Relationship building and sales influence
  • Retail staff coaching and referral identification
  • Compliance with federal and state regulations

Nice-to-have

  • Strong verbal and written communication skills
  • Self-directed planning and time management
  • Community involvement and charity support
  • Mentoring new associates and team collaboration

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE and Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years relevant financial services experience
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

Cover Letter