Wealth Advisor Associate

TD Securities; Keene (NH); On-site; USD 61,880 - 92,560; Full time

Benefits offered by this job

Comprehensive health and well-being benefits

Paid time off including Vacation and Flex PTO

Career development opportunities

Job summary

A leading financial institution in Keene, NH, seeks a Financial Advisor Associate to manage client relationships and provide tailored financial advice. Candidates should possess strong interpersonal skills, a bachelor's degree, and relevant certifications like SIE and Series 7. This role involves analyzing clients' financial information, educating them on investment strategies, and collaborating with Retail staff to build a client base. The position offers a competitive salary and opportunities for professional development.

Qualifications

• 1+ years of relevant work experience in the financial services industry.
• Ability to plan personal activities to achieve sales and referral goals.
• Understanding of wealth management business development techniques.

Responsibilities

• Develop and manage relationships with TD Wealth clients.
• Educate and coach Retail Store staff on identifying referral prospects.
• Analyze client financial information to recommend tailored strategies.

Skills

Strong interpersonal skills

Financial analysis

Consultative sales experience

Education

Bachelor’s degree

SIE & Series 7 certification

Tools

SalesForce

Money Guide Pro

Job description

A leading financial institution in Keene, NH, seeks a Financial Advisor Associate to manage client relationships and provide tailored financial advice. Candidates should possess strong interpersonal skills, a bachelor's degree, and relevant certifications like SIE and Series 7. This role involves analyzing clients' financial information, educating them on investment strategies, and collaborating with Retail staff to build a client base. The position offers a competitive salary and opportunities for professional development.