Financial Advisor Associate - Shrewsbury, MA

Work Location: Shrewsbury, Massachusetts, États-Unis d'Amérique

Hours: 40

Pay Details: $75,000 - $75,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business: Gestion de patrimoine TD

The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. The successful candidate for the FAA role must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as a the client’s advisor.

As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client’s financial status or goals or the need for different strategies or products. The FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.

The FAA will rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Working within an assigned territory, the FAA will educate and coach Retail Store staff to identify referral prospects. The role will need to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary.

• Serve as the primary relationship manager and financial advisor for TD Wealth clients with a wealth management advisory need.
• Develop, maintain and manage all aspects of the client’s relationship with TD Wealth.
• Work with prospects to attract and develop clients and address their wealth management advisory needs.
• Analyze client and prospect financial information, including income, cash flow, assets and liabilities, and determine appropriate investment and insurance strategies and products; provide individualized financial advice.
• Build a client base by acquisition of new clients on an ongoing basis.
• Educate and advise prospects and clients regarding investment and insurance strategies and products.
• Retain and grow client base through relationship management, ongoing communication and consultation with clients, obtaining and analyzing up-to-date client information on an ongoing basis, and periodically analyzing and updating clients’ financial planning as necessary.
• Recommend personalized/tailored investment and insurance strategies and products to meet client’s financial and wealth creation objectives.
• Meet quarterly and annual objectives.
• Proficient in Sales Force, Money Guide Pro and other authorized software to effectively track client engagement and provide advice.
• Ensure all…