Financial Advisor Associate - Warminster, Pa

TD Wealth

Warminster, Pennsylvania, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and markets knowledge
Investment and insurance strategies
Client relationship development
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 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 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 markets knowledge
  • Investment and insurance strategies
  • Client relationship development
  • Salesforce and Money Guide Pro proficiency
  • Fiduciary duty to clients

Nice-to-have

  • Community involvement and support
  • Mentorship of new FAAs
  • Positive and constructive work environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter