Base: $66,560 - $99,320 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 recommend personalized investment and insurance strategies to meet their financial goals
Job Summary
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities.
The role involves ongoing client consultation, coaching retail staff for referrals, and ensuring compliance with all regulatory and firm policies.
Matching Summary
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals.
Salary
Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, 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
Compliance with financial regulations
Travel within assigned market
Nice-to-have
Strong interpersonal skills
Team collaboration and mentoring
Community involvement and charity support
Career development and training
Ability to influence and build client base
Key Requirements
Bachelor's degree strongly preferred
1+ years financial services experience
SIE & Series 7 required
L&H and Series 66 or ability to obtain
Ability to travel within assigned market
Eligibility for FINRA registration
Successful background and regulatory checks
Work Rights
Must be eligible for FINRA registration and pass background checks