Financial Advisor Associate - North Windham, Maine

The Dominion

Windham, Maine, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Client relationship management
Wealth management advisory
Financial analysis skills
The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management needs.
  • This role involves analyzing financial information and recommending tailored investment strategies.
  • TD is committed to colleague development and offers a comprehensive rewards package.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to address their wealth management needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Wealth management advisory
  • Financial analysis skills
  • SalesForce proficiency

Nice-to-have

  • Strong interpersonal skills
  • Community involvement
  • Team collaboration

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter