Financial Advisor Trainee at TD

Compensation

$57,720 – $86,320/yr

Setup: Hybrid
Location: New York, New York
Type: Full-time

Description

This is a Transitional Role for a Financial Advisor Trainee (FA Trainee) at TD Wealth. The primary focus is on acquiring the necessary skills to become a Financial Advisor Associate (FAA) within a defined timeframe. Upon completion of the trainee program, individuals will transition into an FAA role, requiring them to manage client relationships, offer financial advice, and drive growth through prospecting and referral.

Required Skills

financial analysis
investment and insurance strategies and products
wealth management
interpersonal skills
relationship building skills
influence
sales and referral goals
communication skills
organizational and time management skills

Additional Information

Required Previous Experiences: 1+ years of relevant work experience or college degree
Preferred Qualifications: Mandarian or Cantonese Language Preferred
Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule
Self-directed, with strong ability to plan own activities to achieve sales and referral goals
General understanding of wealth products and services
Strong verbal and written communication skills
Strong organizational and time management skills