Wealth Advisor Associate

TD Bank; Andover (MA); On-site; USD 61,880 - 92,560; Full time

Job summary

TD Bank is seeking a Financial Advisor Associate in North Andover, Massachusetts. This role focuses on providing personalized financial advice to clients, managing their investment needs, and growing the client base through strong relationship building.

The ideal candidate will have a Bachelor's degree, relevant financial industry experience, and strong communication skills. Responsibilities include analyzing financial information and ensuring compliance with regulatory standards.

Qualifications

• 1+ years of relevant work experience in the financial services industry.
• SIE & Series 7 required.
• Required to have L&H and Series 66 or equivalent.

Responsibilities

• Analyze client financial information to provide tailored advice.
• Develop and maintain strong client relationships.
• Educate clients on investment and insurance strategies.

Skills

Financial analysis

Investment strategies

Client management

Interpersonal skills

Sales experience

Education

Bachelor's degree preferred

Tools

SalesForce

Money Guide Pro

Job description

TD Bank is seeking a Financial Advisor Associate in North Andover, Massachusetts. This role focuses on providing personalized financial advice to clients, managing their investment needs, and growing the client base through strong relationship building.

The ideal candidate will have a Bachelor's degree, relevant financial industry experience, and strong communication skills. Responsibilities include analyzing financial information and ensuring compliance with regulatory standards.