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Mansueto Ventures is home to two of the most iconic and vibrant brands in business publishing: Inc. and Fast Company. Every day, the content, awards, and events produced help entrepreneurs and innovators succeed by providing useful insights, sparking essential conversations, and offering much-needed inspiration.

Inc. is the voice of the American entrepreneur, inspiring and documenting the risk-takers and ultra-driven go-getters who represent the most dynamic force in the American economy.
Fast Company is the world’s leading business media brand, focusing on innovation in technology, leadership, and design to inspire readers to shape the future of business.

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The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.\nDepth & Scope:\nExperience selling investments and providing financial plans\nDemonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth\nEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents\nAbility to partner and promote lead generation\nManages goals, prioritizes tasks and comfortable working in a fast paced environment\nEnsures all new & existing clients are provided with a planning experience\nEffectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts\nServes as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed\nImplements and executes a differentiated service model/experience for TD Wealth clients\nMeets quarterly and annual sales goals\nDeepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience\nIdentifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners\nExecutes in thorough manner that is compliant with regulations, policies and procedures\nAdheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)\nEnsures all Continuing Education requirements are attained\nResponsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures\nResponsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures\nUncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed\nResponsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team\nProvides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff\nContributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm\nRepresents TD Wealth to the general public in a professional manner\nIs involved in the community and support TDBG charity and community initiatives\nEducation & Experience:\nBachelor's degree strongly preferred\n2+ years of providing advice, planning and investment sales\nSIE, Series 7, Series 63 required\nRequired to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals\nAdvanced understanding of wealth products and services\nStrong verbal and written communication skills\nStrong organizational and time management skills\nAbility to travel within assigned market to meet prospects, clients and partners five days a week\nAbility to commute within assigned territory\nStrong understanding of wealth management business development techniques\nStrong understanding and experience interacting with retail and small business banking clients\nConsultative sales experience required\nDemonstrated ability to establish relationships and partner effectively with other departments\nProven ability to achieve sales goals\nCustomer Accountabilities:\nUnderstands and supports the Bank's Customer Service Strategy\nConsiders the impact of decisions on the well-being of TD, its Customers and stakeholders\nProvides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity\nModels quality service delivery at every interaction\nLeads and contributes to the ongoing improvement of the partner / Customer experience\nEmployee/Team Accountabilities:\nBe engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience\nParticipates fully as a member of the team and contribute to a positive work environment\nMay provide leadership, training, and guidance to other team members\nEnsures ongoing communication with the team on the status / progress of projects and issues / points of interest\nActively shares information and knowledge, and proactively learn from the expertise of other\nOCC Language:\nThis position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.\nMust be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.\nSatisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.\nPhysical Requirements:\nDomestic Travel Continuous\nInternational Travel Never\nPerforming sedentary work Continuous\nPerforming multiple tasks Continuous\nOperating standard office equipment - Continuous\nResponding quickly to sounds Occasional\nSitting Continuous\nStanding Occasional\nWalking Occasional\nMoving safely in confined spaces Occasional\nLifting/Carrying (under 25 lbs.) Occasional\nLifting/Carrying (over 25 lbs.) Occasional\nSquatting Occasional\nBending Occasional\nKneeling Occasional\nCrawling Occasional\nClimbing Never\nReaching overhead Occasional\nReaching forward Occasional\nPushing Occasional\nPulling Occasional\nTwisting Occasional\nConcentrating for long periods of time Continuous\nApplying common sense to deal with problems involving standardized situations Continuous\nReading, writing and comprehending instructions Continuous\nAdding, subtracting, multiplying and dividing Continuous

","Financial Advisor

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who w...","Financial Advisor - Cranford, NJ",[531],{"_461":462,"_457":532,"_455":533,"_459":534,"_463":535},"Cranford","Cranford, NJ, United States, 07016","NJ","07016",["B","2980553379"],"Work at TD Bank","10 days ago","/jobs/2980553379-financial-advisor-cranford-nj","Cranford, NJ, United States","/jobs?keyword=TD+Bank","/jobs?location=Cranford%2C+NJ%2C+United+States","/jobs?keyword=Financial+Advisor+-+Cranford%2C+NJ",{"_438":437,"_442":545,"_473":474,"_465":526,"_251":546,"_449":547,"_436":437,"_113":445,"_440":202,"_441":202,"_475":474,"_451":202,"_452":548,"_434":550,"_476":537,"_439":132,"_490":491,"_481":551,"_492":445,"_493":487,"_495":541,"_497":498,"_499":500},["D",1774882800000],"Work Location:\nMedia, Pennsylvania, United States of America\nHours:\n40\nPay Details:\n$72,280 - $108,160 USD\nTD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. 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.\nAs 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.\nLine of Business:\nTD Wealth\nJob Description:\nThe Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.\nDepth & Scope:\nExperience selling investments and providing financial plans\nDemonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth\nEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents\nAbility to partner and promote lead generation\nManages goals, prioritizes tasks and comfortable working in a fast paced environment\nEnsures all new & existing clients are provided with a planning experience\nEffectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts\nServes as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed\nImplements and executes a differentiated service model/experience for TD Wealth clients\nMeets quarterly and annual sales goals\nDeepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience\nIdentifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners\nExecutes in thorough manner that is compliant with regulations, policies and procedures\nAdheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)\nEnsures all Continuing Education requirements are attained\nResponsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures\nResponsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures\nUncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed\nResponsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team\nProvides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff\nContributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm\nRepresents TD Wealth to the general public in a professional manner\nIs involved in the community and support TDBG charity and community initiatives\nEducation & Experience:\nBachelor's degree strongly preferred\n2+ years of providing advice, planning and investment sales\nSIE, Series 7, Series 63 required\nRequired to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals\nAdvanced understanding of wealth products and services\nStrong verbal and written communication skills\nStrong organizational and time management skills\nAbility to travel within assigned market to meet prospects, clients and partners five days a week\nAbility to commute within assigned territory\nStrong understanding of wealth management business development techniques\nStrong understanding and experience interacting with retail and small business banking clients\nConsultative sales experience required\nDemonstrated ability to establish relationships and partner effectively with other departments\nProven ability to achieve sales goals\nCustomer Accountabilities:\nUnderstands and supports the Bank's Customer Service Strategy\nConsiders the impact of decisions on the well-being of TD, its Customers and stakeholders\nProvides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity\nModels quality service delivery at every interaction\nLeads and contributes to the ongoing improvement of the partner / Customer experience\nEmployee/Team Accountabilities:\nBe engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience\nParticipates fully as a member of the team and contribute to a positive work environment\nMay provide leadership, training, and guidance to other team members\nEnsures ongoing communication with the team on the status / progress of projects and issues / points of interest\nActively shares information and knowledge, and proactively learn from the expertise of other\nOCC Language:\nThis position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.\nMust be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.\nSatisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.\nPhysical Requirements:\nNever: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%\nDomestic Travel Continuous\nInternational Travel Never\nPerforming sedentary work Continuous\nPerforming multiple tasks Continuous\nOperating standard office equipment - Continuous\nResponding quickly to sounds Occasional\nSitting Continuous\nStanding Occasional\nWalking Occasional\nMoving safely in confined spaces Occasional\nLifting/Carrying (under 25 lbs.) Occasional\nLifting/Carrying (over 25 lbs.) Occasional\nSquatting Occasional\nBending Occasional\nKneeling Occasional\nCrawling Occasional\nClimbing Never\nReaching overhead Occasional\nReaching forward Occasional\nPushing Occasional\nPulling Occasional\nTwisting Occasional\nConcentrating for long periods of time Continuous\nApplying common sense to deal with problems involving standardized situations Continuous\nReading, writing and comprehending instructions Continuous\nAdding, subtracting, multiplying and dividing Continuous\nThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.\nWho We Are:\nTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.\nOur Total Rewards Package\nOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more\nAdditional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development\nIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.\nIf you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.\nWe're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.\nTraining & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.\nAccommodation\nTD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.\nIf you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.\n","Work Location:\nMedia, Pennsylvania, United States of America\nHours:\n40\nPay Details:\n$72,280 - $108,160 USD\nTD is committed to providing fair and eq...",[549],{"_461":462,"_457":458,"_455":456,"_459":460,"_463":464},["B","3073120828"],"/jobs/3073120828-financial-advisor-media-pa",{"_438":437,"_442":553,"_473":474,"_465":526,"_251":554,"_449":555,"_436":437,"_113":556,"_440":202,"_441":202,"_475":474,"_451":202,"_452":557,"_434":562,"_476":537,"_439":132,"_490":538,"_481":563,"_492":556,"_493":564,"_495":541,"_497":565,"_499":566},["D",1774234800000],"Financial Advisor

Work Location: Jenkintown, Pennsylvania, United States of America\nHours: 40\nPay Details: $72,280 - $108,160 USD\nTD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. 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.\nLine of Business: TD Wealth\nJob Description

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.\nDepth & Scope

Experience selling investments and providing financial plans\nDemonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth\nEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents\nAbility to partner and promote lead generation\nManages goals, prioritizes tasks and comfortable working in a fast paced environment\nEnsures all new & existing clients are provided with a planning experience\nEffectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts\nServes as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed\nImplements and executes a differentiated service model/experience for TD Wealth clients\nMeets quarterly and annual sales goals\nDeepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience\nIdentifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners\nExecutes in thorough manner that is compliant with regulations, policies and procedures\nAdheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)\nEnsures all Continuing Education requirements are attained\nResponsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures\nResponsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures\nUncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed\nResponsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team\nProvides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff\nContributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm\nRepresents TD Wealth to the general public in a professional manner\nIs involved in the community and support TDBG charity and community initiatives\nEducation & Experience

Bachelor's degree strongly preferred\n2+ years of providing advice, planning and investment sales\nSIE, Series 7, Series 63 required\nRequired to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals\nAdvanced understanding of wealth products and services\nStrong verbal and written communication skills\nStrong organizational and time management skills\nAbility to travel within assigned market to meet prospects, clients and partners five days a week\nAbility to commute within assigned territory\nStrong understanding of wealth management business development techniques\nStrong understanding and experience interacting with retail and small business banking clients\nConsultative sales experience required\nDemonstrated ability to establish relationships and partner effectively with other departments\nProven ability to achieve sales goals\nCustomer Accountabilities

Understands and supports the Bank's Customer Service Strategy\nConsiders the impact of decisions on the well-being of TD, its Customers and stakeholders\nProvides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity\nModels quality service delivery at every interaction\nLeads and contributes to the ongoing improvement of the partner / Customer experience\nEmployee/Team Accountabilities

Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience\nParticipates fully as a member of the team and contribute to a positive work environment\nMay provide leadership, training, and guidance to other team members\nEnsures ongoing communication with the team on the status / progress of projects and issues / points of interest\nActively shares information and knowledge, and proactively learn from the expertise of others\nOCC Language

This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.\nMust be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.\nSatisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.\nPhysical Requirements

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%\nDomestic Travel Continuous\nInternational Travel Never\nPerforming sedentary work Continuous\nPerforming multiple tasks Continuous\nOperating standard office equipment - Continuous\nResponding quickly to sounds Occasional\nSitting Continuous\nStanding Occasional\nWalking Occasional\nMoving safely in confined spaces Occasional\nLifting/Carrying (under 25 lbs.) Occasional\nLifting/Carrying (over 25 lbs.) Occasional

","Financial Advisor

Work Location: Jenkintown, Pennsylvania, United States of America\nHours: 40\nPay Details: $72,280 - $108,160 USD\nTD is co...","Financial Advisor - Jenkintown, PA",[558],{"_461":462,"_457":559,"_455":560,"_459":460,"_463":561},"Jenkintown","Jenkintown, PA, United States, 19046","19046",["B","2980555438"],"/jobs/2980555438-financial-advisor-jenkintown-pa","Jenkintown, PA, United States","/jobs?location=Jenkintown%2C+PA%2C+United+States","/jobs?keyword=Financial+Advisor+-+Jenkintown%2C+PA",{"_438":437,"_442":568,"_473":474,"_465":466,"_251":569,"_449":570,"_436":437,"_113":571,"_440":202,"_441":202,"_475":474,"_451":202,"_452":572,"_434":578,"_476":477,"_439":132,"_490":579,"_481":580,"_492":571,"_493":581,"_495":496,"_497":582,"_499":583},["D",1774980000000],"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, Financial Advisor, Associate, Advisor, Financial Planning, Financial, Relationship Manager, Banking\n","The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth managemen...","Financial Advisor Associate - Wilmington, DE",[573],{"_461":462,"_457":574,"_455":575,"_459":576,"_463":577},"Wilmington","Wilmington, DE, United States, 19894","DE","19894",["B","3089678804"],"1 days ago","/jobs/3089678804-financial-advisor-associate-wilmington-de","Wilmington, DE, United States","/jobs?location=Wilmington%2C+DE%2C+United+States","/jobs?keyword=Financial+Advisor+Associate+-+Wilmington%2C+DE",{"_438":437,"_442":585,"_473":474,"_465":586,"_251":587,"_449":588,"_436":437,"_113":589,"_440":202,"_441":202,"_475":474,"_451":202,"_452":590,"_434":594,"_476":595,"_439":129,"_490":596,"_481":597,"_492":589,"_493":593,"_495":598,"_497":599,"_499":600},["D",1774526400000],"M&T Bank Corporation","Affluent Market Financial Advisor (Draw salary plus commission) page is loaded## Affluent Market Financial Advisor (Draw salary plus commission)remote type:

Onsite Positionlocations:

Wyomissing, PAtime type:

Full timeposted on:

Posted 2 Days Agojob requisition id:

R83799# **\\*\\*Territory Locations- Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA\\*\\***# # **Overview:**Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client’s best interest in mind.## **Primary Responsibilities:*** •Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer.* •Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary.* •Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirements.* •Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.* •Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.* •Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals.* •Meet or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations.* •Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations.* •Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.* •Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs* •Deliver a high-quality customer service experience during each customer interaction through a complete understanding of sales process, policies, and licensing requirements to contribute to the attraction, retention, and expansion of client relationships.* •Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements, and firm policies.* •Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs.* •Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know* Your customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system.* •Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.* •Promote an environment that supports belonging and reflects the M&T Bank brand.* •Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.* •Complete other related duties as assigned.## **Scope of Responsibilities:**Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory and insurance services and is not a separate legal entity.* This position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in investible assets.* This position spends most of the time growing the business through proactive efforts driven first from an individualized analysis of each customer’s needs, and then recommending the products best suited to meet those individualized needs.* As such, the position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and preventable losses.* Assigned to a Wealth office and/or Commercial Banking office, critical partnerships include the wealth team, the commercial lending team as well as centers of influence and existing clients.This position delivers individualized needs-based investment and insurance solutions to clients, primarily in the mass affluent segment of less than $3mm in investible assets. This position spends most of the time growing the business through proactive efforts driven first from an individualized analysis of each customer’s needs, and then recommending the products best suited to meet those individualized needs. As such, the position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and preventable losses.## **Education and Experience Required:**Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experienceFINRA Series 7, 63 and 65 or 66 licensesPertinent state Life/Variable Insurance (LAH) licenses## **Education and Experience Preferred:**Previous trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experienceCFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designationM&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.# **Location**Wyomissing, Pennsylvania, United States of AmericaGreat companies have an enduring sense of purpose. At M&T, our purpose is a simple one: **make a difference in people’s lives and uplift the communities we serve**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches\n#J-18808-Ljbffr\n","Affluent Market Financial Advisor (Draw salary plus commission) page is loaded## Affluent Market Financial Advisor (Draw salary plus commission)rem...","Affluent Market Financial Advisor (Draw salary plus commission)",[591],{"_461":462,"_457":592,"_455":593,"_459":460},"Wyomissing","Wyomissing, PA, United States",["B","3019401387"],"Work at M&T Bank Corporation","6 days ago","/jobs/3019401387-affluent-market-financial-advisor-draw-salary-plus-commission","/jobs?keyword=M%26T+Bank+Corporation","/jobs?location=Wyomissing%2C+PA%2C+United+States","/jobs?keyword=Affluent+Market+Financial+Advisor+%28Draw+salary+plus+commission%29","actionData","errors"]