Client-Focused Wealth Advisor Associate

TD Securities; Washington (District of Columbia); On-site; USD 66,560 - 99,320; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Career development opportunities

Job summary

A leading financial institution is seeking a Financial Advisor Associate in Washington, DC. The successful candidate will attract and retain clients by understanding their financial goals and providing tailored wealth management solutions. This role includes analyzing financial data, recommending investment strategies, and maintaining ongoing client relationships. A bachelor's degree and relevant experience in the financial services industry are preferred, alongside necessary certifications.

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in financial services.
• SIE & Series 7 required.

Responsibilities

• Attract and retain clients by addressing wealth management needs.
• Analyze financial information and educate clients on strategies.
• Build and manage client relationships for ongoing consultations.

Skills

Financial analysis

Client relationship management

Consultative sales experience

Communication skills

Organizational skills

Education

Bachelor's degree

SIE & Series 7 certification

Tools

SalesForce

Money Guide Pro

Job description

A leading financial institution is seeking a Financial Advisor Associate in Washington, DC. The successful candidate will attract and retain clients by understanding their financial goals and providing tailored wealth management solutions. This role includes analyzing financial data, recommending investment strategies, and maintaining ongoing client relationships. A bachelor's degree and relevant experience in the financial services industry are preferred, alongside necessary certifications.