Brooklyn Financial Advisor — Wealth Planning & Client Growth

TD Bank; New York (NY); On-site; USD 78,520 - 117,520; Full time

Benefits offered by this job

Competitive salary

Employee development programs

Health and well-being benefits

Job summary

TD Bank is seeking a Financial Advisor for its Brooklyn location. This role involves providing financial planning guidance and selling investment management solutions as part of a three-year program.

The ideal candidate will have a solid understanding of wealth products and services, strong sales experience, and a commitment to exceptional client service. A Bachelor's degree is preferred along with necessary certifications and ongoing education requirements.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Ability to travel within assigned market to meet clients.
• Demonstrated ability to establish relationships with clients.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Manage all aspects of the client’s relationships with TD Bank.
• Meet quarterly and annual sales goals.

Skills

Customer-centric service

Sales experience

Relationship management

Wealth product knowledge

Education

Bachelor's degree strongly preferred

Tools

SIE

Series 7

Series 63

Job description

TD Bank is seeking a Financial Advisor for its Brooklyn location. This role involves providing financial planning guidance and selling investment management solutions as part of a three-year program.

The ideal candidate will have a solid understanding of wealth products and services, strong sales experience, and a commitment to exceptional client service. A Bachelor's degree is preferred along with necessary certifications and ongoing education requirements.