Financial Advisor- Borough Park, Brooklyn

TD Bank

Brooklyn, New York, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
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Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
** TD Bank is seeking a Financial Advisor for its Borough Park, Brooklyn location, offering a competitive salary and opportunities for professional growth. The role involves providing financial planning guidance and investment management solutions to clients, emphasizing customer-centric service and relationship building. **

Job Summary

  • The role involves providing financial planning guidance and selling investment management solutions to TD Wealth clients.
  • Candidates must leverage their experience to service complex client needs by reviewing financial goals and making aligned investment recommendations.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Advisor for its Borough Park, Brooklyn location, offering a competitive salary and opportunities for professional growth. The role involves providing financial planning guidance and investment management solutions to clients, emphasizing customer-centric service and relationship building. **

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards available; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • meeting quarterly and annual sales goals

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel within assigned market
  • fostering a positive work environment
  • mentoring new financial advisors
  • community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter