Financial Advisor - Bedford/stuyvesant

TD

Brooklyn, New York, United States of America
$78,520 - $117,520 usd; not specified; not specifi...
Onsite
Financial planning guidance
Investment management solutions
Client relationship management
TD is seeking a Financial Advisor for its Brooklyn, NY location, offering a salary range of $78,520 - $117,520. The role involves providing financial planning guidance, selling investment management solutions, and building relationships with clients to meet their financial goals

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, designed for individuals to provide financial planning guidance and sell investment management solutions.
  • TD is committed to providing fair and equitable compensation opportunities, with growth opportunities and skill development as defining features of the colleague experience.
  • The role requires adherence to all federal, state, SRO regulations and Firm policies, ensuring all business activities are compliant.

Matching Summary

Match Score: 85

TD is seeking a Financial Advisor for its Brooklyn, NY location, offering a salary range of $78,520 - $117,520. The role involves providing financial planning guidance, selling investment management solutions, and building relationships with clients to meet their financial goals.

Salary

$78,520 - $117,520 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial planning guidance
  • Investment management solutions
  • Client relationship management
  • Sales goal achievement
  • Regulatory compliance adherence

Nice-to-have

  • Customer-centric approach
  • Positive work environment contribution
  • Community involvement
  • Mentorship of new FAs

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter