Financial Advisor - Lowell, Massachusetts

The Dominion

Lowell, Massachusetts, United States
$72,280 - $108,160 usd; not specified; not specifi...
Experience selling investments
Customer-centric service delivery
Ability to manage client relationships
The Financial Advisor role is a three-year program with a forgivable draw

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw.
  • You will provide financial planning guidance and investment management solutions to clients.
  • TD is committed to colleague development and offers a competitive benefits package.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw.

Salary

$72,280 - $108,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Experience selling investments
  • Customer-centric service delivery
  • Ability to manage client relationships

Nice-to-have

  • Cambodian language skills preferred
  • Strong organizational and time management skills
  • Engagement in community initiatives

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of providing advice and planning
  • SIE, Series 7, Series 63 required

Work Rights

Not specified

Tailored Resume

Cover Letter