Wealth Advisor Associate - Build Lasting Client Relationships

TD

Rutland (VT)

On-site

USD 62,000 - 93,000

Full time

5 days ago

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Job summary

TD Wealth is seeking a Financial Advisor Associate (FAA) in Rutland, VT to attract and retain clients by delivering wealth management advice. You will analyze clients’ financial information, educate on investment and insurance strategies, and tailor solutions to meet long-term goals.

Travel within the assigned market is required. The FAA will rely on relationship-building to develop the client base and will work with Retail Store staff to identify prospects and referrals, while adhering to

Qualifications

Bachelor's degree strongly preferred.
1+ years of relevant work experience in the financial services industry.
SIE, Series 7 required; Series 66 or equivalent or ability to obtain.
Strong verbal and written communication skills.
Ability to travel within assigned market five days a week.

Responsibilities

Serve as the primary relationship manager for TD Wealth clients.
Develop and manage client relationships and address wealth management needs.
Educate and advise prospects and clients on investments and insurance strategies.
Build a client base through new client acquisition and referrals.
Meet quarterly and annual objectives; adhere to regulatory requirements.