Financial Advisor Associate - Rutland, Vermont

TD

Rutland, Vermont, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to provide personalized financial advice and wealth management solutions tailored to their goals

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to provide personalized financial advice and wealth management solutions tailored to their goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.
  • The role involves ongoing client consultation, relationship building, and collaboration with retail and small business staff to identify referral prospects and enterprise opportunities.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to provide personalized financial advice and wealth management solutions tailored to their goals.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Wealth management advisory
  • Client relationship management
  • Financial analysis and planning
  • Consultative sales experience
  • Use of SalesForce and Money Guide Pro
  • Travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Mentoring and coaching abilities
  • Community involvement
  • Team collaboration
  • Ability to influence and build networks

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience or FAA Trainee completion
  • SIE and Series 7 licenses required
  • L&H and Series 66 or ability to obtain
  • Ability to travel within assigned territory
  • Compliance with FINRA and regulatory requirements

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter