Financial Advisor Associate - Bethpage, NY
TD Bank Group
About this role
Financial Advisor Associate (FAA) at TD Wealth builds and maintains client relationships, delivers personalized wealth management guidance, and supports clients in achieving their long-term financial goals within a fiduciary framework. The FAA educates clients on investment and insurance strategies and collaborates with TD Wealth partners to expand the client base across a defined territory. This role emphasizes strong relationship-building, regulatory compliance, and ongoing client planning and service.
Skills
Qualifications
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
Recent company news
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About TD Bank Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for TD Bank Group.
Salary
$67k – $99k
per year