Financial Advisor Associate- Poughkeepsie, Ny

TD

Poughkeepsie, New York, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Financial analysis and markets
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs by analyzing financial information, educating on strategies, and recommending personalized investment and insurance products

Job Summary

  • The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs by analyzing financial information, educating on strategies, and recommending personalized investment and insurance products.
  • The role requires strong interpersonal skills to understand client circumstances, build lasting relationships, and act as a fiduciary, putting the client's financial interests first.
  • TD offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off, with opportunities for career development and training.

Matching Summary

The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs by analyzing financial information, educating on strategies, and recommending personalized investment and insurance products.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets
  • Investment and insurance strategies
  • Client relationship management
  • Wealth management advisory needs
  • Consultative sales experience

Nice-to-have

  • Community involvement
  • Fostering positive work environment
  • Mentoring new FAAs
  • Client discovery and onboarding

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter