Financial Advisor - Northern Vermont
$68.64k/y-$102.96k/y
TDa month ago
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OnsiteFull-timeEntry
Summary
TD is seeking a Financial Advisor for their Northern Vermont location. The role involves providing financial planning guidance and selling investment management solutions to TD Wealth clients.
About the Role
As a Financial Advisor, you will participate in a three-year program with a forgivable draw, focusing on servicing the unique needs of TD Wealth clients. Your responsibilities will include reviewing financial goals, making investment recommendations, ensuring a complete onboarding experience for new clients, and managing client relationships to achieve sales goals. You will also be responsible for conducting annual client reviews and ensuring compliance with regulations.
About You
Required:
- Bachelor's degree strongly preferred.
- 2+ years of providing advice, planning, and investment sales.
- SIE, Series 7, Series 63 required.
- Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule.
Preferred:
- Advanced understanding of wealth products and services.
- Strong verbal and written communication skills.
- Strong organizational and time management skills.
- Consultative sales experience required.
Benefits
- Competitive salary with variable compensation/incentive awards.
- Health and well-being benefits, savings and retirement programs.
- Paid time off including Vacation PTO, Flex PTO, and Holiday PTO.
- Career development opportunities and mentoring programs.
TD
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Burlington, VT