Financial Advisor Associate - Cranford, Nj

TD Bank

Cranford, New Jersey, United States
$66,560 - $99,320 usd; not specified; not specifie...
Financial analysis and market knowledge
Investment and insurance strategies
Client relationship development
The Financial Advisor Associate works with prospects and clients to attract and retain them by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with prospects and clients to attract and retain them by addressing their wealth management advisory needs.
  • As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development defining the colleague experience.

Matching Summary

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

Salary

$66,560 - $99,320 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial analysis and market knowledge
  • Investment and insurance strategies
  • Client relationship development
  • Salesforce and Money Guide Pro proficiency
  • Regulatory compliance adherence

Nice-to-have

  • Community involvement and support
  • Mentoring new associates
  • Proactive client needs anticipation

Key Requirements

  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required
  • 1+ years of relevant experience
  • Bachelor's degree strongly preferred
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter