Role OverviewThe Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals.
What You Will Do
The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
Why It Might Be a Fit
The ideal candidate will have experience selling investments and providing financial plans, a commitment to being customer-centric, and the ability to partner and promote lead generation.
Requirements
- Bachelor's degree strongly preferred
- 2+ years of providing advice, planning and investment sales
- SIE, Series 7, Series 63 required
- L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule
- Advanced 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
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
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