Financial Advisor Trainee: Build Wealth & Client Impact

TD Bank; Revere (MA); On-site; USD 56,000 - 78,000; Full time

Benefits offered by this job

Career development opportunities

Comprehensive benefits package

Flexible time off policies

Job summary

TD Bank in Revere, Massachusetts is seeking a Financial Advisor Trainee who will learn necessary skills to transition into a Financial Advisor Associate. Responsibilities include meeting with clients, analyzing financial goals, and recommending suitable investment strategies.

Candidates should possess strong interpersonal skills, a Bachelor's degree, and a willingness to obtain relevant licenses. The position offers competitive pay ranging from $27.75 to $41.50 per hour within a supportive work environment.

Qualifications

• Knowledge in investment and insurance strategies.
• Strong communication and organizational skills.
• Willingness to obtain necessary licenses.

Responsibilities

• Meet with clients to analyze financial information.
• Educate clients on investment strategies and products.
• Develop and maintain client relationships.

Skills

Interpersonal skills

Financial analysis

Customer service

Education

Bachelor's Degree

1+ years relevant work experience

Tools

Financial analysis tools

Sales training resources

Job description

TD Bank in Revere, Massachusetts is seeking a Financial Advisor Trainee who will learn necessary skills to transition into a Financial Advisor Associate. Responsibilities include meeting with clients, analyzing financial goals, and recommending suitable investment strategies.

Candidates should possess strong interpersonal skills, a Bachelor's degree, and a willingness to obtain relevant licenses. The position offers competitive pay ranging from $27.75 to $41.50 per hour within a supportive work environment.