Washington, District of Columbia, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Client discovery and needs analysis
The Financial Advisor role is a three-year program designed for individuals providing financial planning guidance and selling investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program designed for individuals providing financial planning guidance and selling investment management solutions to TD Wealth clients.
This position requires servicing unique and complex client needs, acting as the central point of contact, and developing relationships to achieve greater share of wallet.
TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package supporting financial, physical, and mental well-being.
Matching Summary
The Financial Advisor role is a three-year program designed for individuals providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Salary
Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
providing financial planning guidance
selling investment management solutions
client discovery and needs analysis
partner and promote lead generation
achieve quarterly and annual sales goals
adheres to all federal, state, SRO regulations
Nice-to-have
fostering positive work environment
contributing to community initiatives
mentoring new financial advisors
exceptional client experience focus
Key Requirements
2+ years of advice, planning, and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) or ability to obtain