Financial Advisor Associate- Bronx/manhattan/westchester

TD Bank

Pelham, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
Client financial analysis and goal assessment
Investment and insurance strategy recommendation
Relationship building and consultative sales
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.
  • As a fiduciary, the role requires putting the client's financial interests first when providing ongoing objective financial advice and long-term retirement planning.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, savings programs, and career development opportunities.

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: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Client financial analysis and goal assessment
  • Investment and insurance strategy recommendation
  • Relationship building and consultative sales
  • SalesForce and Money Guide Pro proficiency
  • Fiduciary responsibility to client interests

Nice-to-have

  • Strong verbal and written communication skills
  • Self-directed ability to plan activities
  • Community involvement and charity support
  • Mentoring new Financial Advisor Associates
  • Deep understanding of wealth products

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience in financial services
  • SIE & Series 7 licenses required
  • L&H and Series 66 (or equivalent) required
  • Ability to travel within assigned market five days a week

Work Rights

Not specified

Tailored Resume

Cover Letter