Financial Advisor Associate - Springfield, Massachusetts

Job Description

This role works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. Meets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

Possesses 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. Must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as the client’s advisor.

Responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing. Relies on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals.

Depth & Scope

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need.

Develops, maintains and manages all aspects of the client’s relationship with TD Wealth.

Works with prospects to attract and develop clients and address their wealth management advisory needs.

Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

Builds a client base by acquisition of new clients on an ongoing basis.

Edicates and advises prospects and clients regarding investment and insurance strategies and products.

Retains and grows client base through relationship management, ongoing communication and consultation with client, obtaining and analyzing up to date client information on an ongoing basis, and periodically analyzing and determining appropriate updates to client's financial planning as necessary and appropriate.

Recommends personalized/tailored investment and insurance strategies and products to meet client’s financial and wealth creation objectives.

Growth Opportunities and Skill Development

Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

Physical Requirements

• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Occasional
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Occasional
• Crawling – Never
• Climbing – Never
• Reaching overhead – Occasional
• Reaching forward – Occasional
• Pushing – Occasional
• Pulling – Occasional
• Twisting – Occasional
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous