Financial Advisor - Vineland, Nj

TD Bank

Vineland, New Jersey, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
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Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
** TD Bank is seeking a Financial Advisor in Vineland, NJ, to participate in a three-year program focused on providing financial planning and investment management solutions to clients. The ideal candidate should have experience in sales and financial advising, along with the ability to build strong client relationships. **

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw focused on providing financial planning guidance and selling investment management solutions.
  • As the central point of contact, the advisor will service unique client needs by reviewing financial goals and making investment recommendations aligned to their objectives.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Advisor in Vineland, NJ, to participate in a three-year program focused on providing financial planning and investment management solutions to clients. The ideal candidate should have experience in sales and financial advising, along with the ability to build strong client relationships. **

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards available; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing client relationships and goals
  • Executing annual client reviews
  • Meeting quarterly and annual sales goals

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to travel within assigned market
  • Consultative sales experience required
  • Fostering a positive work environment
  • Community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter