Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs
Job Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development.
TD is committed to fostering a respectful workplace valuing diverse perspectives and providing support for colleagues to thrive both at work and at home.
Matching Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
Salary
Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development
Skills & Requirements
Must-have
Wealth management advisory
Client relationship management
Financial analysis and planning
Consultative sales experience
Use of SalesForce and Money Guide Pro
Travel within assigned territory
Nice-to-have
Strong interpersonal skills
Mentoring new associates
Community involvement
Collaborative team environment
Career development opportunities
Key Requirements
Bachelor's degree strongly preferred
1+ years financial services experience
SIE and Series 7 required
L&H and Series 66 or ability to obtain
Eligibility under FINRA standards
Ability to commute and travel within territory
Work Rights
Must be eligible for employment under FINRA standards