Financial Advisor Trainee - Fresh Meadows, New York
TD Bank
Fresh Meadows, New York, United States
Base: $28.85 - $28.85 usd; bonus/equity: not speci...
Client needs assessment
Financial market knowledge
Investment and insurance strategies
The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client wealth management needs
Job Summary
The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client wealth management needs.
Responsibilities include meeting with prospects and clients to analyze financial information, educate on investment and insurance strategies, and recommend personalized solutions.
TD Bank offers a comprehensive Total Rewards package, including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and career development opportunities.
Matching Summary
The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client wealth management needs.
Salary
Base: $28.85 - $28.85 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client needs assessment
Financial market knowledge
Investment and insurance strategies
Sales and referral generation
Client relationship development
Nice-to-have
Client-facing communication
Team collaboration
Continuous learning and development
Adaptability to market trends
Key Requirements
Bachelor's Degree strongly preferred
1+ years relevant work experience or college degree
SIE required
Ability to obtain Life & Health, Series 7 and Series 66 licenses