Senior Private Client Wealth Advisor

TD Bank Group; Melville (NY); On-site; USD 124,000 - 186,000; Full time

Job summary

TD Bank Group is seeking a Private Client Investment Advisor II in Melville, NY. You will collaborate with Relationship Managers to deliver sophisticated investment solutions to high-net-worth clients and manage portfolios aligned with client objectives.

A strong track record in asset allocation, portfolio construction, and client servicing is essential. The role requires relevant licenses (Series 7/63/65/66) and licenses in Life & Health, with CFA/CFP preferred.

Qualifications

• Requires 4-year degree; MBA preferred for advancement.
• 10+ years in financial services production capacity is typical.
• Valid securities licenses: Series 7, 63 + 65 or 66; Life & Health licenses needed.

Responsibilities

• Partner with Relationship Manager to deliver comprehensive investment services to high-net-worth clients.
• Apply advanced investment knowledge to develop and implement client portfolios.
• Review Investment Policy Statements and Wealth Plans for each client relationship.
• Monitor portfolios and adjust asset allocation to meet objectives and risk tolerance.
• Refer investment-only clients to Relationship Manager to grow banking and lending opportunities.

Skills

Relationship management

Investment product knowledge

Client service

Sales goals

Financial analysis

Education

Bachelor's degree

MBA preferred

Tools

Salesforce

Job description

TD Bank Group is seeking a Private Client Investment Advisor II in Melville, NY. You will collaborate with Relationship Managers to deliver sophisticated investment solutions to high-net-worth clients and manage portfolios aligned with client objectives.

A strong track record in asset allocation, portfolio construction, and client servicing is essential. The role requires relevant licenses (Series 7/63/65/66) and licenses in Life & Health, with CFA/CFP preferred.