Financial Advisor - Long Beach, Ny

TD

Long Beach, New York, United States
$72,280 - $108,160 usd; not specified; not specifi...
Financial planning guidance
Investment management solutions
Client relationship management
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 & selling investment management solutions

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 & selling investment management solutions.
  • The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
  • 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 role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.

Salary

$72,280 - $108,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • financial planning guidance
  • investment management solutions
  • client relationship management
  • sales goals achievement
  • customer-centric service delivery

Nice-to-have

  • positive and constructive work environment
  • community involvement
  • fostering deeper relationships
  • reimagining what banking can be

Key Requirements

  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Bachelor's degree strongly preferred
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter