Financial Advisor Trainee - Manhattan North

TD Bank

New York, New York, United States of America
Base: $28.85 usd; bonus/equity: eligible for cash ...
Strong interpersonal skills for client relationships
Ability to analyze financial information and goals
Willingness to obtain series 7 and series 66 licenses
This transitional role is designed to train candidates to become Financial Advisor Associates who will attract and retain clients by addressing their wealth management needs

Job Summary

  • This transitional role is designed to train candidates to become Financial Advisor Associates who will attract and retain clients by addressing their wealth management needs.
  • The position requires a fiduciary mindset where the candidate must prioritize client financial interests while providing ongoing objective advice on retirement planning and investment strategies.
  • TD Bank offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

This transitional role is designed to train candidates to become Financial Advisor Associates who will attract and retain clients by addressing their wealth management needs.

Salary

Base: $28.85 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement programs, PTO, and banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal skills for client relationships
  • Ability to analyze financial information and goals
  • Willingness to obtain Series 7 and Series 66 licenses

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience in retail banking or sales
  • Commitment to inclusive culture and diversity

Key Requirements

  • Bachelor's Degree strongly preferred
  • SIE license required
  • Ability to obtain Life & Health, Series 7, and Series 66 licenses
  • 1+ years of relevant work experience

Work Rights

Not specified

Tailored Resume

Cover Letter