Financial Advisor Associate - North Windham, Maine

TD

Windham, Maine, United States
Base: $61,880 - $92,560 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 provide personalized investment and insurance advice to meet their wealth creation objectives

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze financial information and provide personalized investment and insurance advice to meet their wealth creation objectives.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development support.
  • The role emphasizes compliance with all relevant financial regulations and requires strong relationship-building skills to grow and maintain a client base.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze financial information and provide personalized investment and insurance advice to meet their wealth creation objectives.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, banking discounts

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 market
  • Compliance with financial regulations

Nice-to-have

  • Strong interpersonal skills
  • Mentoring and team collaboration
  • Community involvement
  • Career development opportunities
  • Training and onboarding support

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience
  • SIE and Series 7 licenses 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

Tailored Resume

Cover Letter