Mass Affluent Banking Advisor & Relationship Architect

TD Bank; Haddonfield (NJ); On-site; USD 35,000 - 53,000; Full time

Job summary

TD Bank is seeking a Premier Banker to serve as the primary contact for a complex mass affluent client portfolio. You will manage relationships, deliver TD’s model of convenience, sales, and advice, and coordinate with specialists to meet client financial needs.

You will grow and retain client relationships through proactive outreach, needs-based conversations, and collaboration with Wealth, Small Business, and Lending partners. Strong regulatory compliance is required.

Qualifications

• HS Diploma or GED is required.
• Bachelor’s degree or equivalent experience preferred.
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred.
• Life & Health license preferred.

Responsibilities

• Grow, deepen, and retain a mass affluent client book.
• Explain banking solutions and act as liaison to internal partners.
• Proactively engage clients via calls, emails, and meetings.
• Deliver excellent service and address client needs with appropriate solutions.

Skills

Consultative sales

Relationship management

Regulatory compliance

Cross-selling

Education

HS Diploma or GED

Bachelor’s degree or equivalent experience

SIE exam

Life & Health license

Job description

TD Bank is seeking a Premier Banker to serve as the primary contact for a complex mass affluent client portfolio. You will manage relationships, deliver TD’s model of convenience, sales, and advice, and coordinate with specialists to meet client financial needs.

You will grow and retain client relationships through proactive outreach, needs-based conversations, and collaboration with Wealth, Small Business, and Lending partners. Strong regulatory compliance is required.