Financial Advisor Associate - Mineola
$66,560–$99,320 year
On-site · Mineola, New York, United States
Job Summary
Financial Advisor Associate at TD Wealth in Mineola, NY, drives client acquisition and retention by delivering wealth-management advisory services. Responsibilities include analyzing client financial information (income, cash flow, assets, liabilities), educating prospects on investment and insurance strategies, tailoring personalized wealth solutions, building and maintaining client relationships through ongoing consultation and annual reviews, meeting quarterly/annual objectives, and onboarding new clients with a thorough discovery process. Use of Salesforce and Money Guide Pro to track engagement and provide advice, support for retail staff with referrals, and collaboration across TD Wealth to grow wallet share while complying with regulatory requirements. The role emphasizes proactive client education, ongoing financial planning, and delivering exceptional client experiences while traveling within the assigned market.
Required Qualifications
- Bachelor's degree strongly preferred
- 1+ years of relevant work experience in financial services
- SIE & Series 7 required
- L&H and Series 66 (or equivalent) or ability to obtain
- strong verbal and written communication
- ability to travel within assigned market five days a week
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