Financial Advisor (Multiple Levels) - Greenfield, Massachusetts

TD Bank Group (TD); Greenfield (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group (TD) in Greenfield, Massachusetts is seeking a Financial Advisor for a three-year program designed to build foundational skills in financial planning and client service.

As part of TD Wealth, you will review client goals, recommend investment solutions, and establish lasting relationships to grow wallet share while delivering compliant, customer-centric guidance to help clients pursue asset accumulation, preservation, and growth.

Qualifications

• Experience selling investments and providing financial plans.
• Demonstrates a commitment to being customer-centric by delivering legendary service during the engagement.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Serve as the central contact to develop client relationships and achieve greater share of wallet by helping clients meet goals of accumulation, preservation, growth and protection.

Skills

Investment knowledge

Customer service

Job description

Work Location

Greenfield, Massachusetts, United States of America

Hours

40

Pay Details

$72,280 - $108,160 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business

TD Wealth

Job Description

The 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. 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.

Depth & Scope

• Experience selling investments and providing financial plans
• Demonstrates a commitment to being customer-centric by delivering legendary service during