Financial Advisor – NYC Wealth Growth Track

TD Bank Group; New York (NY); Presencial; USD 67.000 - 118.000; Jornada completa

Descripción de la vacante

TD Bank Group in New York, NY seeks a Financial Advisor to deliver financial planning guidance and investment solutions, serving as the main contact for TD Wealth clients. The role emphasizes wealth management, client service, and achievement of sales goals within a fast-paced environment.

The program requires SIE/Series licenses (7, 63, and 66 or equivalent) and a Bachelor's degree, with advantageous experience in consultative wealth management and cross-team collaboration.

Formación

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain within licensing schedule.

Responsabilidades

• Provide financial planning guidance and investment management solutions.
• Serve as primary point of contact for TD Wealth client relationships.
• Meet quarterly and annual sales goals.
• Deliver exceptional client service and develop wallet share through referrals.

Conocimientos

Wealth management knowledge

Consultative sales

Client relationship skills

Regulatory compliance awareness

Educación

Bachelor's degree

SIE

Series 7

Series 63

Series 66 or equivalent

Descripción del empleo

TD Bank Group in New York, NY seeks a Financial Advisor to deliver financial planning guidance and investment solutions, serving as the main contact for TD Wealth clients. The role emphasizes wealth management, client service, and achievement of sales goals within a fast-paced environment.

The program requires SIE/Series licenses (7, 63, and 66 or equivalent) and a Bachelor's degree, with advantageous experience in consultative wealth management and cross-team collaboration.