Financial Advisor Associate - Burlington, Vermont

TD Bank

Burlington, Vermont, United States of America
$61,880 - $92,560 usd; not specified; not specifie...
Attract and retain clients
Analyze financial information
Educate and advise clients
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 Bank offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings programs, and career development opportunities.

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

$61,880 - $92,560 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Attract and retain clients
  • Analyze financial information
  • Educate and advise clients
  • Develop client base
  • Relationship management skills
  • Salesforce and Money Guide Pro

Nice-to-have

  • Foster positive work environment
  • Community involvement
  • Mentorship to new FAAs
  • Remarkably human experience

Key Requirements

  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required
  • 1+ years of relevant work experience
  • Bachelor's degree strongly preferred
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter