The Financial Advisor role is a three-year program with a forgivable draw focused on providing financial planning guidance and selling investment management solutions
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw focused on providing financial planning guidance and selling investment management solutions.
As the central point of contact, the advisor will service unique client needs by reviewing financial goals and making aligned investment recommendations to achieve asset accumulation and growth.
TD Bank offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw focused on providing financial planning guidance and selling investment management solutions.
Salary
Base: $72,280 - $108,160 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
Consultative sales experience required
Fostering a positive work environment
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
Eligibility for FINRA registration and background checks