Financial Advisor Associate - Augusta, Maine

TD Bank

Augusta, Maine, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and market understanding
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
  • The role involves analyzing financial information, educating clients on strategies, and recommending personalized investment and insurance products.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and benefits.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and market understanding
  • Investment and insurance strategies
  • Client relationship management
  • SalesForce and Money Guide Pro proficiency
  • Develop and maintain client relationships

Nice-to-have

  • Community involvement and initiative support
  • Foster positive work environment
  • Mentor new FAAs
  • Represent TD Wealth professionally

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required or obtainable
  • FINRA eligibility and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter