Financial Advisor Trainee - Annapolis, MD
TD Bank ATM
- # Financial Advisor Trainee - Annapolis, MDPostulerremote type: Sur placelocations: Annapolis, Marylandtime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 8 juin 2026 (Il reste 3 jours pour postuler)job requisition id: R\_1493110**Work Location:**Annapolis, Maryland, États-Unis d'Amérique**Hours:**40**Pay Details:**$25.75 - $38.50 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 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor Trainee - Annapolis, MD in Annapolis, MD vacancy
$25.75 - $38.5 per hour
TD Bank is looking for a Financial Advisor Trainee in Annapolis, MD. This role involves meeting with clients to address their financial needs and preparing to transition into a Financial Advisor Associate role. Candidates should possess strong interpersonal skills and...TraineeshipHourly pay$45k - $100k
...for Branch Support Positions by State Maryland Position Type Financial Advisor EEO Statement Edward Jones does not discriminate on the... ...model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions...TraineeshipLocal areaFlexible hours$28.85 - $33.65 per hour
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...SuggestedHourly payTemporary workWork at officeShift workDay shift$1,320 - $1,550 per week
...Company Driver | Intermodal Location: Annapolis, MD Company: Schneider Pay: Competitive weekly pay (inquire for details) Start Date: ASAP About the Position Intermodal truck driver Average pay: $1,320-$1,550 weekly Home time: Weekly...SuggestedHourly payWeekly payFull timeApprenticeshipImmediate startRelocation packageSchneider
Annapolis, MD9 hours ago- Bench Jeweler - Signet Jewelers - Westfield Annapolis - Annapolis, MD page is loaded## Bench Jeweler - Signet Jewelers - Westfield Annapolis - Annapolis, MDlocations: Design and Service Center - Westfield Annapolis - Annapolis, MDtime type: Full timeposted on: Posted Todayjob...SuggestedFull timeApprenticeshipSeasonal workLive inNight shift
- Apprentice Jeweler - Signet Jewelers - Westfield Annapolis - Annapolis, MD page is loaded## Apprentice Jeweler - Signet Jewelers - Westfield Annapolis - Annapolis, MDlocations: Design and Service Center - Westfield Annapolis - Annapolis, MDtime type: Full timeposted on:...Full timeApprenticeshipSeasonal workLive inNight shift
$45k - $100k
...for Branch Support Positions by State Maryland Position Type Financial Advisor EEO Statement Edward Jones does not discriminate on the... ...model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions...TraineeshipLocal areaFlexible hours$29 per hour
Summary Assistant Store Managers fulfill an important role within our business by supporting the Store Manager in developing and coaching their store team as they provide our customers with the shopping experience that Lidl is famed for in over 30 countries. Our most successful...TraineeshipHourly payFull timeTemporary work$55k - $75k
To provide financial consulting services to assist members and non-members with identifying... ...’s goals as a registered representative/advisor/agent of Navy Federal Investment... ...PM (Hybrid) Location 825 Bestgate Rd, Annapolis, Maryland 21401 16409 Heritage Blvd, Bowie...Local areaMonday to Friday- ...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
Annapolis, MD1 day ago $60k
...Financial Advisor Annapolis, Maryland; Dover, Delaware; Waldorf, Maryland Wye Financial Partners, a division of Shore United Bank, is seeking... ...Westgate Circle - 200 Westgate Circle, Suite 200, Annapolis, MD 21401 Waldorf - 3035 Leonardtown Road, Waldorf, MD 20601...Base plus commissionPermanent employmentFull timeTemporary workMonday to FridayShore United Bank
Annapolis, MD6 days ago$32k
...selective, allowing for individualized support and tight-knit relationships. Training managers are dedicated to the success of each trainee and provide ample feedback as well as trackable goals. Please note, prior fitness teaching experience or fitness certification is...TraineeshipFull timePart timeApprenticeshipSummer workLocal areaFlexible hoursDay shiftAfternoon shift1 day per weekWeekday work$28.85 - $33.65 per hour
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...TraineeshipHourly payWork at officeLocal areaImmediate startShift workDay shift$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...Title Personal Financial Counselor - Joint Base Andrews, MD Grade 24 Work Experience - Required Financial Counseling Work...Contract workTemporary workWork experience placementWork at office- Northwestern Mutual in Annapolis, MD is seeking a financial advisor to help clients achieve financial goals through comprehensive planning. You will grow your client base, build personalized financial plans, and manage clients’ financial objectives. The role offers vast...
$58.44k - $93.5k
Personal Financial Counselor - Joint Base Andrews, MD Responsibilities Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops...Contract workWork at office$55k - $75k
Navy Federal is recruiting a Financial Consultant in Annapolis, MD. You will engage with members to help identify financial goals and provide personalized investment advice. The role involves prospecting, conducting seminars, and ensuring compliance with regulations. Required...Monday to Friday$80k - $90k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...) Hours Per Week: 40 Pay Transparency Details: US - MD - Annapolis - 1 PARK PL - MERRILL LYNCH (MD7001), US - MD - Frederick -...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...to less experienced professionals, mentoring new hires and trainees when necessary. Technical Support Tasks Install, configure,... ...knowledge of relevant technology as assigned Location: On-Site in Annapolis Junction, MD US Citizenship Required Required: CompTIA Security+...TraineeshipRemote work
General Dynamics Information Technology
Annapolis, MD5 days ago - Ryder System, Inc. seeks a Rental Sales Management Trainee in Annapolis Junction, MD. This exciting role offers comprehensive training over 18-24 months in various areas including Finance and Operations. The ideal candidate will manage sales processes, assist with marketing...Traineeship
- A leading financial services firm located in Maryland is seeking dedicated individuals to build client relationships and develop personalized... ...in the lives of clients and contribute to a culture of inclusivity and community engagement. #J-18808-Ljbffr Equitable AdvisorsTraineeship
$20 - $26 per hour
...Position at Wells Fargo At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving... ...Visa sponsorship Posting Location(s): ~171 Jennifer Rd Annapolis MD 21401 Pay Range: Reflected is the base pay range...Part timeWork experience placement- Erias Ventures Erias Ventures was founded to serve its customers with an entrepreneurial mindset. We value creative problem-solving , open communication , and empowering our employees to make decisions and put forth new ideas. Our staff includes technical experts working...Hourly payTemporary workImmediate startFlexible hoursShift work
- ...Health, a progressive health system headquartered in picturesque Annapolis, Maryland, is seeking a BC/BE Gastroenterologist to provide... ...Education, as necessitated by presence of UGME and GME trainees Requirements include: Graduate of an accredited school...TraineeshipFull timeLocal area
Luminis Health
Annapolis, MD23 days ago $56k - $129k
Torch Technologies is seeking a TARCES Financial Specialist in Patuxent River, MD. This role supports the Tactical and Remote Command systems, where you'll analyze financial data, identify trends, and ensure accuracy in reporting. Qualifications include U.S. Citizenship...Remote work- Northwestern Mutual is seeking a Financial Advisor based in Annapolis, Maryland, offering a unique opportunity to start your business. As a Financial Advisor, you'll grow your client base and build personalized financial plans. The training program supports your first...
- Atlantic Union Bank is seeking a Senior Financial Consultant based in Annapolis, MD. In this full-time hybrid role, you'll provide investment solutions to clients, manage client relationships, and adhere to fiduciary responsibilities while consulting on investment topics...Full time
$120k - $155k
A renewable energy investment firm based in Annapolis, MD, seeks an associate/senior associate with renewable financing experience. This role involves building and managing financial models, supporting transaction execution, and participating in the ongoing management...- A financial services organization is seeking a dedicated Financial Professional in Maryland, focused on building client relationships... ...team that values social impact and community engagement while pursuing a career in wealth management. #J-18808-Ljbffr Equitable AdvisorsFlexible hours
- Overview Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice... ...and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment...For contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor Trainee - Annapolis, MD. Be the first to apply!
Related searches
- project finance associate Annapolis, MD
- financial planner Annapolis, MD
- financial planning associate Annapolis, MD
- financial advisor associate Annapolis, MD
- jde finance consultant Annapolis, MD
- financial advisor development program Annapolis, MD
- finance associate Annapolis, MD
- financial planner cfp Annapolis, MD
- junior oracle financial functional consultant Annapolis, MD
- estate planning consultant Annapolis, MD