Financial Advisor Trainee - Revere, Massachusetts
TD Bank ATM
- # Financial Advisor Trainee - Revere, MassachusettsPostulerremote type: Sur placelocations: Revere, Massachusettstime type: Temps pleinposted on: Publié hiertime left to apply: Date de fin : 21 juin 2026 (Il reste 2 jours pour postuler)job requisition id: R\_1495511**Work Location:**Revere, Massachusetts, États-Unis d'Amérique**Hours:**40**Pay Details:**$27.75 - $41.50 USDTD 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.**Line of Business:**Gestion de patrimoine TD**Job Description:**The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame.Once the Trainee program is complete you will be transitioned into an FAA role and will need to be able to attract and retain clients by addressing their wealth management advisory needs. You 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.You 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. You 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. As an FA you will be a fiduciary and 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. Once transitioned to an FA role you will be responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.As an FAA, you will need to rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Once assigned a territory, you will educate and coach Retail Store staff to identify referral prospects. You will need to be able to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary.**Depth & Scope:*** Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame* Actively calls and meets with TD Bank customers and prospects with the goal to deepen customer relationships, assist with customer service issues, and identify customer financial needs* Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD Wealth businesses and affiliates* Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and compliance with all of TD Wealth's policies and procedures* Recommends and provides direct sales and fulfillment of insurance and annuity solutions, where suitable* Able to provide TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance products* Able to provide sales training on annuity and insurance offerings for TD Bank licensed insurance agents* Maintains on-going relationships with insurance and annuity clients and refers to TD Wealth businesses and affiliates based on customer wants and needs* Responsible for all aspects of insurance and annuity business in their region, including sales and renewal process, application intake, delivery, and other servicing needs* Maintains close relationship with Insurance Companies to achieve excellent customer service* Develops detailed understanding of products and services offered within TD Wealth businesses and affiliates in order to make appropriate referrals for each customer* Maintains expert knowledge of the annuity and insurance products, local market, competitive offers, economic and regulatory trends* Responsible for accurate and complete reporting, as required by management* Meets regularly with Retail Bank employees to educate on annuity and insurance products and offerings from TD Wealth businesses and affiliates**Education & Experience:*** Bachelor's Degree strongly preferred* 1+ years of relevant work experience or college degree* SIE required* Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule* Self-directed, with strong ability to plan own activities to achieve sales and referral goals* General understanding of wealth products and services* Strong verbal and written communication skills* Strong organizational and time management skills* Ability to travel to our FA training class upon obtaining all required licenses and registration* Ability to commute to assigned office for in-person training & studying five days a week**Customer Accountabilities:*** Understands and supports the Bank's Customer Service Strategy* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders* Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity* Models quality service delivery at every interaction* Leads and contributes to the ongoing improvement of the partner / Customer experience**Employee/Team Accountabilities:*** Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience* Participates fully as a member of the team and contribute to a positive work environment* May provide leadership, training, and guidance to other team members* Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest* Actively shares information and knowledge, and proactively learn from the expertise of other**OCC 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.* Must 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.* Satisfactory 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.**Physical Requirements:**Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%* Domestic Travel – Frequent* International Travel – Never* 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.) – Never* Squatting – Occasional* Bending – Occasional* Kneeling – Never* Crawling – Never* Climbing – Never* Reaching overhead – Never* Reaching forward – Occasional* Pushing – Never* Pulling – Never* Twisting – Never* 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 – ContinuousThe 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.**Who We Are:**TD 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.**Our Total Rewards Package**Our 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**Additional 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**If 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. If 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. We'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.**Training & 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.**Accommodation**TD 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.If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at View email address on click.appcast.io. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
- J-18808-Ljbffr TD Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor Trainee - Revere, Massachusetts in Revere, MA vacancy
$27.75 - $41.5 per hour
TD Bank in Revere, Massachusetts is seeking a Financial Advisor Trainee who will learn necessary skills to transition into a Financial Advisor Associate. Responsibilities include meeting with clients, analyzing financial goals, and recommending suitable investment strategies...TraineeshipHourly pay- Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England...TraineeshipPart timeWork at officeLocal areaImmediate startFlexible hours
- Rockland Trust Company in Revere, Massachusetts, is seeking a teller to provide outstanding customer service, manage financial transactions, and build meaningful relationships. Strong communication skills and the ability to work in a flexible environment are required....TraineeshipPart timeFlexible hours
$72.28k - $108.16k
Work Location: Cambridge, Massachusetts, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to... ...role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for...SuggestedWork at officeLocal areaWork from homeFlexible hours$59.7k
...promotion from within, you’ll always be progressing in your career. This position is located at one of our branches local to the Revere / Lynn, MA area: ~85 Squire Rd, Revere MA 02151 ~2021 Revere Beach Parkway, Everett MA 02149 ~99 Commercial Street, Malden MA 0...TraineeshipFull timeLocal areaImmediate startEnterprise
Revere, MA3 days ago- Rainbow USA, based in Revere, Massachusetts, is looking for a Sales Associate. This entry level management position offers the opportunity to learn the retail business and develop necessary skills to manage a store. Candidates should have at least 6 months of experience...Traineeship
- A leading community bank located in Saugus, Massachusetts, is seeking a Teller Trainee to provide personalized customer service and create memorable experiences. You will greet customers, assist with banking products, and perform various transactions with accuracy. The...Traineeship
- Rockland Trust in Massachusetts seeks a Teller who will be the first point of contact for customers, delivering exceptional service and accurately processing transactions. The position emphasizes personal connections, technology use, and a supportive community atmosphere...Traineeship
- Rockland Trust is seeking a Teller Trainee to be the friendly face of our Massachusetts branches, delivering efficient customer service and handling routine deposits, withdrawals, and payments. You will greet customers, assess needs, and recommend banking products while...TraineeshipFlexible hours
$38.25k - $61k
## Relationship Banker, Revere, MACandidatar-selocations: Revere - Branch MAtime type:... ...is a global leader and innovator in the financial services industry and is evolving from a... ...Relationship Banker you serve as a trusted advisor to customers, focusing on building...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- A financial services firm in Boston is looking for a Financial Advisor Trainee. This role involves partnering with clients to create personalized financial plans, ensuring their financial goals are met. Ideal candidates will have a 4-year college degree, strong communication...Traineeship
- Financial Advisor Trainee Career Description Think about a goal that you've accomplished; whether it was helping your team win a championship, paying off debt or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach...Traineeship
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...Becoming an Advisor: Successful completion of the paid trainee program opens the door to becoming an independent contractor...TraineeshipHourly payTemporary workFor contractorsWork at officeLocal areaHome office
First Command Financial Services
Burlington, MA5 days ago - ...A leading mobility solutions provider is hiring for its Management Training Program in Revere, MA. This position focuses on customer service and sales, promoting career advancement through hands-on learning. Candidates must have a bachelor's degree and at least 6 months...Traineeship
Enterprise
Revere, MA4 days ago - ...Equitable Advisors in Boston is seeking passionate individuals to join as wealth managers. The role involves building client relationships, devising personalized financial strategies, and discussing unique financial products. With a commitment to training and development...Traineeship
Equitable Advisors LLC
Boston, MA3 days ago - Rainbow USA in Lynn, Massachusetts, is seeking a friendly and customer-oriented Sales Associate for an entry-level management position. This role offers the chance to learn business operations while developing managerial skills. Ideal candidates will have at least 6 months...Traineeship
- Green Thumb is seeking a Leader in Training (LIT) at its Chelsea dispensary in Massachusetts. In this role, you will supervise daily operations, oversee inventory, and lead a high-performing team while ensuring compliance with local regulations. The ideal candidate will...TraineeshipLocal area
- Rockland Trust Company is seeking a Teller Trainee in Boston, Massachusetts. In this role, you will be the first point of contact for customers, providing efficient and courteous service. Responsibilities include processing transactions, promoting banking products, and...Traineeship
$18 per hour
...locations: Lynn, MA (01901), Salem, MA (01970), Everett, MA (02149), Revere, MA (02151), Malden, MA (02148). As you are considering a... ...put you in the middle of everything, just like our Management Trainees. We’ll give you the chance to develop the skills you need to manage...TraineeshipFull timeSummer workInternshipSummer internshipKanz.us
Lynn, MA4 days ago- Rockland Trust is looking for a Teller Trainee in Boston, Massachusetts. In this role, you will provide exceptional customer service at the frontlines... ...and assisting with their needs while performing various financial transactions accurately. Required qualifications include...Traineeship
$68.64k - $83.5k
...communication with customers Maintaining cleanliness of job-site Maintaining organization of work truck Job Requirements: Massachusetts Electrical Journeyman license required Residential Electrical experience required Good understanding of current NEC Code...ApprenticeshipWork at officeKuhlman Electrical Services Inc
Revere, MA1 day ago- A leading banking institution in Massachusetts seeks a Teller Trainee to provide exceptional customer service. The role involves greeting customers, processing transactions, and delivering personalized banking advice. Ideal candidates possess strong communication skills...Traineeship
- A regional bank is seeking a Teller Trainee to be the first point of contact for customers. You will provide excellent customer service while fulfilling various banking transactions and responsibilities. The ideal candidate should possess a high school diploma, have strong...Traineeship
- Rockland Trust in Boston, Massachusetts, is looking for a Teller Trainee who will be the friendly face of the bank and provide excellent customer service. In this role, you'll assist customers, handle transactions, and enroll in our comprehensive Teller Training program...TraineeshipPart time
- Santander US is seeking a motivated Relationship Banker in Revere, Massachusetts. This role involves achieving sales targets by promoting banking products while building strong client relationships. The ideal candidate will have a minimum of 3 years in a sales environment...
- Rockland Trust is seeking a Temporary Teller Trainee in Saugus, MA. In this role, you will provide exceptional customer service, assist with financial transactions, and ensure customers feel valued. Candidates should ideally possess strong communication skills and a sales...TraineeshipTemporary workSummer workSeasonal work
- ...will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.Full time15 Joyce Street,Lynn,Massachusetts 01902-363607311Dollar TreeFrom:63,003.20To:78,659.36RequiredPreferredJob IndustriesOtherTraineeshipContract work
Dollar Tree
Lynn, MA2 days ago - Dollar Tree Stores in Lynn, Massachusetts, is seeking a Store Manager in Training to ensure high-quality customer service and oversee store operations. This position involves recruiting staff, training associates, and implementing company policies while maintaining a safe...Traineeship
- ...Surgery Tufts Medical Center | Tufts Medicine | Boston, Massachusetts At Tufts Medicine, every member of our team plays an essential... ...mentor with a proven record of developing faculty, trainees, and future leaders. Board Certified in Thoracic Surgery...Traineeship
$282k - $325k
...regulatory compliance Education of staff, clinicians and trainees on infection prevention strategies and policy Collaboration... ...advancement Eligible for medical licensure in the Commonwealth of Massachusetts Reporting Structure: Tufts Medical Center: Dual...Traineeship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor Trainee - Revere, Massachusetts. Be the first to apply!
Related searches
- financial planning administrator Revere, MA
- wealth advisor Revere, MA
- associate corporate finance Revere, MA
- financial associate Revere, MA
- estate planning consultant Revere, MA
- financial advisor Revere, MA
- financial advisor associate Revere, MA
- financial counselor Revere, MA
- jde finance consultant Revere, MA
- financial planning associate Revere, MA