Financial Advisor Trainee: Jumpstart Your Wealth Career

TD Bank; Hicksville (NY); On-site; USD 57,720 - 86,320; Full time

Job summary

TD Bank in Hicksville, New York is looking for a Financial Advisor Trainee. This role is a transitional position that prepares you for the Financial Advisor Associate role, where you'll learn to manage client relationships while addressing their wealth management needs.

The ideal candidate should have strong interpersonal skills and a bachelor's degree, with a focus on financial products and strategies. Significant growth opportunities exist, supported by continuous learning and development.

Qualifications

• 1+ years of relevant work experience or college degree.
• Ability to obtain Life & Health, Series 7 and Series 66 licenses.
• General understanding of wealth products and services.

Responsibilities

• Meet and educate prospects on financial strategies and products.
• Develop and maintain client relationships.
• Provide ongoing advice and financial reviews.

Skills

Strong interpersonal skills

Financial analysis

Communication

Organizational skills

Education

Bachelor's Degree

Job description

TD Bank in Hicksville, New York is looking for a Financial Advisor Trainee. This role is a transitional position that prepares you for the Financial Advisor Associate role, where you'll learn to manage client relationships while addressing their wealth management needs.

The ideal candidate should have strong interpersonal skills and a bachelor's degree, with a focus on financial products and strategies. Significant growth opportunities exist, supported by continuous learning and development.