Financial Advisor - Augusta, Maine

TD Bank

Augusta, Maine, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: eligib...
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
The role serves as the central point of contact responsible for servicing unique client needs and developing relationships to achieve greater share of wallet

Job Summary

  • The role serves as the central point of contact responsible for servicing unique client needs and developing relationships to achieve greater share of wallet.
  • Candidates will leverage their experience to review financial goals and make investment recommendations aligned with client objectives within a three-year program.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role serves as the central point of contact responsible for servicing unique client needs and developing relationships to achieve greater share of wallet.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; 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

  • self-directed with strong planning ability
  • fostering 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
  • Ability to travel five days a week within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter