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 clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives
Job Summary
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
The role emphasizes compliance with federal and state regulations, ongoing client consultation, and fostering a positive team environment while supporting community initiatives.
Matching Summary
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives.
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
Compliance with financial regulations
Nice-to-have
Strong interpersonal skills
Ability to influence and coach staff
Team collaboration and mentorship
Community involvement
Self-directed planning
Travel within assigned market
Key Requirements
Bachelor's degree strongly preferred
1+ years financial services experience
SIE & Series 7 required
L&H and Series 66 or ability to obtain
Ability to travel within assigned territory
FINRA registration eligibility
Successful background and regulatory checks
Work Rights
Must be eligible for employment under FINRA standards