Financial Advisor Associate - Lexington, Massachusetts

TD

Lexington, Massachusetts, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory
Financial analysis and planning
Client relationship management
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • TD is committed to fostering a respectful workplace that values diverse perspectives and provides fair opportunities for career growth and skill development.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Wealth management advisory
  • Financial analysis and planning
  • Client relationship management
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro
  • Ability to travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Team collaboration and mentoring
  • Community involvement and charity support
  • Self-directed planning and organization
  • Ability to influence and build relationships

Key Requirements

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

Work Rights

Must be eligible for FINRA registration

Tailored Resume

Cover Letter