Financial Advisor - Keene, New Hampshire

TD Bank

Keene, New Hampshire, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Client relationship management
Investment sales experience
Financial planning guidance
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
  • This role requires servicing unique and complex client needs by reviewing financial goals and making investment recommendations, acting as the central point of contact for client service and relationship development.
  • TD offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off, alongside career development opportunities.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client relationship management
  • investment sales experience
  • financial planning guidance
  • customer-centric service delivery
  • sales goal achievement
  • regulatory compliance adherence

Nice-to-have

  • positive and constructive work environment
  • community involvement
  • mentorship of new FAs
  • proactive client contact

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Ability to travel within assigned market
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter