Financial Advisor Trainee - Port Saint Lucie, Fl

TD

Port Saint Lucie, Florida, United States of America
$25.75 - $38.50 usd; not specified; not specified ...
Financial analysis and markets knowledge
Client needs assessment
Investment and insurance strategies
The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client acquisition and retention

Job Summary

  • The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client acquisition and retention.
  • Responsibilities include analyzing client financial information, educating clients on investment and insurance strategies, and providing personalized recommendations to meet wealth creation objectives.
  • TD offers a comprehensive Total Rewards package, including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off.

Matching Summary

The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client acquisition and retention.

Salary

$25.75 - $38.50 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets knowledge
  • Client needs assessment
  • Investment and insurance strategies
  • Fiduciary responsibility
  • Relationship building skills

Nice-to-have

  • Client-focused and relationship-driven
  • Collaborative and team-oriented
  • Proactive and self-directed

Key Requirements

  • Bachelor's Degree strongly preferred
  • 1+ years relevant work experience or college degree
  • SIE required
  • Ability to obtain Life & Health, Series 7, Series 66 licenses
  • Ability to travel to FA training class

Work Rights

Not specified

Tailored Resume

Cover Letter