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Td Associate Investment Advisor Jobs (NOW HIRING)

Trading and Investment OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media and was ... Be a trusted advisor for the investment process for internal client teams and the wider OMnet ...

Trading and Investment OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media and was ... Be a trusted advisor for the investment process for internal client teams and the wider OMnet ...

Trading and Investment OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media and was ... Be a trusted advisor for the investment process for internal client teams and the wider OMnet ...

Trading and Investment OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media and was ... Be a trusted advisor for the investment process for internal client teams and the wider OMnet ...

A Lead Investment Advisor is a key participant in client service, team member development ... Work with Client Service Associate to create custom financial plans and portfolios to meet client ...

A Lead Investment Advisor is a key participant in client service, team member development ... Work with Client Service Associate to create custom financial plans and portfolios to meet client ...

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Td Associate Investment Advisor information

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$22K

$97.1K

$213.5K

How much do td associate investment advisor jobs pay per year?

As of Sep 13, 2026, the average yearly pay for td associate investment advisor in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is a TD Associate Investment Advisor?

TD Associate Investment Advisors are financial professionals who work with TD Wealth or TD Bank to provide investment advice and financial planning services to clients. They assist clients with building and managing investment portfolios, understanding financial goals, and making decisions about assets and savings. Associate Investment Advisors typically work closely with senior advisors, gaining experience and building client relationships. They may help with research, preparing client reports, and ensuring all investment strategies align with client objectives and risk tolerance.

What are the key skills and qualifications needed to thrive as a TD Associate Investment Advisor?

To thrive as a TD Associate Investment Advisor, you need a solid understanding of financial markets, investment products, and regulatory requirements, usually supported by a relevant degree and industry certifications such as CSC or CPH. Proficiency with portfolio management software, CRM systems, and financial analysis tools is typically expected. Outstanding interpersonal skills, client relationship management, and attention to detail help advisors earn client trust and deliver personalized advice. These skills and qualifications are crucial for building successful client portfolios, ensuring regulatory compliance, and fostering long-term client relationships.

How do TD Associate Investment Advisors typically collaborate with senior advisors and other departments to support client needs?

As a TD Associate Investment Advisor, you’ll frequently work alongside senior advisors, providing support in client meetings, portfolio reviews, and research. Collaboration extends to partnering with specialists from departments such as financial planning, estate, and tax advisory to deliver holistic solutions tailored to each client. This team-based approach not only enhances client satisfaction but also offers valuable learning opportunities and exposure to various financial disciplines, supporting your professional growth within the organization.

What is the difference between Td Associate Investment Advisor vs Td Investment Advisor?

AspectTd Associate Investment AdvisorTd Investment Advisor
CredentialsSeries 7, 66, or 63 licenses; relevant FINRA certificationsSeries 7, 66, or 63 licenses; often more experience required
Work EnvironmentSupport role in financial services, assisting senior advisorsClient-facing role providing investment advice and portfolio management
Employer & Industry UsageUsed within TD Bank and TD Ameritrade for entry to mid-level rolesUsed across financial advisory firms, including TD, for client advisory services

The main difference is that a Td Associate Investment Advisor typically supports senior advisors and handles administrative tasks, while a Td Investment Advisor directly manages client portfolios and provides personalized investment advice. The associate role is often a stepping stone to becoming a full Investment Advisor.

What are popular job titles related to Td Associate Investment Advisor jobs?

For Td Associate Investment Advisor jobs, the most frequently searched job titles are:

Infographic showing various Td Associate Investment Advisor job openings in the United States as of June 2026, with employment types broken down into 99% Full Time, and 1% Contract. Highlights an 92% Physical, 5% Hybrid, and 3% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Associate, Investment

New York, NY • On-site

Omnicom
Telecommunications • 1 - 10 employees

Full-time

Re-posted 29 days ago


Job description

Agency:
Omnicom Media
Job Function:
Media
Job Subfunction:
Trading and Investment
Job Description:
OMNET Associate
OMnet is a wholly owned subsidiary of Omnicom Media and was founded in late 2013. Working at the intersection of media and finance, OMnet operates as a Strategic Business Unit (SBU) within Omnicom Media, specializing in principal-based media buying and investments. Through its investments and strategic commercial partnerships with media, technology, and data providers, OMnet creates a private ecosystem of cost-effective, data-driven media solutions available exclusively to Omnicom clients. OMnet investments are guaranteed and made upfront utilizing Omnicom capital and therefore, OMnet assumes all financial risk associated with its partnerships. Omnicom uses the OMnet platform as a mechanism to provide its 125+ clients a cost-savings benefit on their media spend, which has resulted in client savings totaling $250MM+ from inception-to-date.
Bachelor's degree, preferably with a business concentration in advertising, marketing, finance, communications, or related field.
As an entry level role, experience working in a media/marketing role is not required but is a plus.
Possesses personality traits that include an eagerness to learn and a willingness to adapt to new things.
Possesses knowledge of basic financial principles, such as revenue and profit.
Fluent user of Microsoft office - specifically Excel, PowerPoint, and Word.
Excellent presentation and communication skills.
Enjoys working in a team-based environment.
Conveys thoughts, ideas, feelings, and decisions in a clear, concise, and appropriate manner. Demonstrates both good verbal and written skills.
ABOUT THE ROLE:
The Investment Associate will be assigned to one of four team pods within the OMnet Investment Division and will be primarily responsible for stewardship, execution, and support across an assigned client roster. Each team pod is comprised of 10-12x individuals and each assigned client roster ranges from 15-30x accounts across various category verticals. This is an omni-channel role, meaning you will work on campaign execution across various media disciplines. There is a particular emphasis placed on Linear Television and Digital media, but you will also receive exposure to Audio, OOH, Print, Social, and Local media buying and execution. The Associate reports directly into a Senior Associate, whom you will spend much of your time learning from and working in tandem with.
As an Associate within the OMnet Investment Division, you will also - Support and help oversee the media campaign stewardship process, including performance reporting, system-entry, and billing reconciliation, across your portfolio of clients.
Assist the Senior Associate and Investment Manager in a supporting role for the media buying process across a given client roster, which includes but is not limited to, media plan development, execution and negotiation.
Train, develop, and coach team members to ensure we are delivering best-in-class media outputs.
Create and maintain strong relationships with all internal and external stakeholders.
Be a trusted advisor for the investment process for internal client teams and the wider OMnet division.New York: $45,000.00-$45,000.00
Omnicom's policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Our objective is to increase this requirement over time, and many of our agencies as well as Omnicom's corporate group already require five days of in-office attendance.
Omnicom is committed to hiring and developing exceptional talent. We agree that talent is uniquely distributed, and we're focused on developing inclusive teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us-we look forward to getting to know you. We will process your personal data in accordance with our Recruitment Privacy Notice.
Link to Recruitment Privacy Notice: https://www.omc.com/privacy-notice
For US Job Seekers:
It is the policy of Omnicom and any of its affiliates to provide equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, ethnic origin, gender, gender identity, age, marital status, veteran status, sexual orientation, disability, or any other basis prohibited by applicable federal, state, or local law. EOE/AA/M/D/V/F.