Financial Advisor- (brooklyn College), Brooklyn, Ny

TD Bank

Brooklyn, New York, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Not specified
Client relationship management
Investment sales
Financial planning
TD Bank is seeking a Financial Advisor for their Brooklyn, NY location to participate in a three-year program focused on financial planning and investment management. The role demands customer-centric service, strong sales capabilities, and compliance with federal regulations

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance and selling investment management solutions.
  • The role serves as the central point of contact, responsible for providing client service and developing relationships to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, and career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for their Brooklyn, NY location to participate in a three-year program focused on financial planning and investment management. The role demands customer-centric service, strong sales capabilities, and compliance with federal regulations.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment sales
  • Financial planning
  • Consultative sales
  • Regulatory compliance
  • Customer service

Nice-to-have

  • Community involvement
  • Leadership skills
  • Cross-department collaboration

Key Requirements

  • Bachelor's degree
  • 2+ years of experience in financial advice
  • Series 7, Series 63, L&H, and Series 66 licenses
  • Compliance with federal and state regulations
  • Strong communication skills
  • Ability to travel within assigned market

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter