Financial Advisor Associate

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The role involves meeting with prospects and clients to analyze their financial information, educate and advise them regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

What You Will Do

The Financial Advisor Associate will meet with prospects and clients to analyze their financial information, educate and advise them regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

Why It Might Be a Fit

The successful candidate for the Financial Advisor Associate role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. The role requires strong interpersonal skills to develop a thorough understanding of each client's individual circumstances and a lasting role as a client's advisor.

Requirements

• Bachelor's degree strongly preferred
• 1+ years of relevant work experience in the financial services industry
• SIE & Series 7 required
• L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule
• Self-directed, with strong ability to plan own activities to achieve sales and referral goals
• Comprehensive understanding of wealth products and services
• Strong verbal and written communication skills
• Strong organizational and time management skills
• Ability to travel within assigned market to meet prospects, clients and partners five days a week
• Ability to commute within assigned territory
• Understanding of wealth management business development techniques
• Understanding and experience interacting with retail and small business banking clients
• Consultative sales experience required
• Ability to establish relationships and partner effectively with other departments

Benefits

• Base salary
• Variable compensation/incentive awards
• Health and well-being benefits
• Savings and retirement programs
• Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
• Banking benefits and discounts
• Career development
• Reward and recognition