Financial Advisor-bergen

TD Bank

Ramsey, New Jersey, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Managing annual client reviews
The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions

Job Summary

  • The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
  • Candidates must leverage their experience to service complex client needs by reviewing financial goals and making aligned investment recommendations.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing annual client reviews
  • Achieving quarterly and annual sales goals
  • Adhering to federal and state regulations

Nice-to-have

  • Fluent in Spanish language skills
  • Community involvement and charity support
  • Mentoring new financial advisors
  • Building deep lasting client relationships
  • Collaborating with retail banking partners

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 or equivalent required
  • Ability to travel five days a week within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter