Financial Advisor Associate - Montgomery County, Pa

The Dominion

Flourtown, Pennsylvania, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Client relationship management
Financial analysis and advice
Investment and insurance strategies
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
  • As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial analysis and advice
  • Investment and insurance strategies
  • Wealth management advisory needs
  • Develop client base
  • Fiduciary duty to clients

Nice-to-have

  • Community involvement
  • Foster positive work environment
  • Educate retail staff
  • Enterprise opportunity identification

Key Requirements

  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required
  • 1+ years of relevant experience
  • Bachelor's degree strongly preferred
  • FINRA eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter