Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to fostering an inclusive culture that values diversity, supports colleague development, and provides training and onboarding to help employees succeed.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Financial planning and investment sales
Client relationship management
Sales goal achievement
Compliance with financial regulations
Annual client review process
Lead generation and referral promotion
Nice-to-have
Coaching and mentoring skills
Strong organizational and time management
Customer-centric service delivery
Ability to work in fast paced environment
Community involvement and charity support
Key Requirements
Bachelor's degree strongly preferred
2+ years of financial advice and investment sales experience
SIE, Series 7, Series 63 required
L&H and Series 66 or ability to obtain
Eligibility for employment under FINRA standards
Work Rights
Must be eligible for employment under FINRA standards