Wealth Advisor Trainee: Path to FAA

TD Bank Group; Vineland, Northern (NJ, KY); Hybrid; USD 58,000 - 80,000; Full time

Job summary

TD Bank Group in Vineland, New Jersey, invites applications for the Financial Advisor Trainee role. This transitional program teaches the skills to progress to Financial Advisor Associate, including meeting clients, analyzing financial information, and advising on wealth strategies.

You will learn wealth products, build a client base, and collaborate with TD Wealth affiliates. A focus on fiduciary client service and cross-unit referrals is essential.

Qualifications

• Bachelor's degree strongly preferred.
• SIE required for licensing and registration.
• Licensing path includes Life & Health, Series 7 and Series 66 within TD Wealth.

Responsibilities

• Meet with prospects and clients to analyze financial information and goals.
• Educate and advise on investment and insurance strategies.
• Develop and maintain client relationships across TD Wealth.
• Coordinate referrals and training with TD Bank staff.

Skills

Relationship building

Verbal communication

Written communication

Time management

Sales planning

Education

Bachelor's degree preferred

SIE required

Life & Health licensing (planned)

Series 7 & 66 licensing (planned)

Job description

TD Bank Group in Vineland, New Jersey, invites applications for the Financial Advisor Trainee role. This transitional program teaches the skills to progress to Financial Advisor Associate, including meeting clients, analyzing financial information, and advising on wealth strategies.

You will learn wealth products, build a client base, and collaborate with TD Wealth affiliates. A focus on fiduciary client service and cross-unit referrals is essential.