Financial Advisor - Union/essex

TD Bank

Union, New Jersey, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Client relationship management
Investment sales experience
Financial planning guidance
The Financial Advisor role is a three-year program designed for individuals providing financial planning guidance and selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program designed for individuals providing financial planning guidance and selling investment management solutions.
  • This role involves servicing unique and complex client needs by reviewing financial goals and making aligned investment recommendations.
  • TD Bank is committed to providing fair and equitable compensation, growth opportunities, and skill development for its colleagues.

Matching Summary

The Financial Advisor role is a three-year program designed for individuals providing financial planning guidance and selling investment management solutions.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment sales experience
  • Financial planning guidance
  • Goals-based advice
  • Sales goal achievement

Nice-to-have

  • Customer-centric approach
  • Positive work environment contribution
  • Community involvement

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Consultative sales experience required
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter