Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales experience
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 a respectful and inclusive workplace culture that values diversity and supports colleague growth and success.
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, retirement, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Financial planning and investment sales experience
Client relationship management
Sales goal achievement
Regulatory compliance adherence
Lead generation and referral promotion
Wealth management business development
Nice-to-have
Strong verbal and written communication skills
Organizational and time management skills
Ability to work in fast paced environment
Coaching and mentoring abilities
Community involvement and support
Customer-centric service delivery
Key Requirements
Bachelor's degree strongly preferred
2+ years of financial advice and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 or ability to obtain
Eligibility for FINRA registration
Ability to travel within assigned market
Work Rights
Must be eligible for employment under FINRA standards