Wealth Advisor Associate

TD Bank; Hauppauge (NY); On-site; USD 66,560 - 99,320; Full time

Job summary

TD Bank in Hauppauge, NY is seeking a Financial Advisor Associate to work with clients on their wealth management needs. The person will analyze clients' financial situations, educate them on investment strategies, and build lasting relationships.

This role requires a Bachelor's degree, relevant work experience in financial services, and strong communication skills. The position offers base pay between $66,560 and $99,320 annually along with growth opportunities.

Qualifications

• 1+ years of relevant work experience in the financial services industry required.
• Strong verbal and written communication skills essential.
• Comprehensive understanding of wealth products and services.

Responsibilities

• Work with TD Wealth prospects to attract and retain clients.
• Provide personalized financial advice and strategies.
• Maintain relationships and perform ongoing consultations.

Skills

Communication skills

Financial analysis

Relationship building

Sales experience

Organizational skills

Education

Bachelor's degree

SIE & Series 7 licenses

Tools

SalesForce

Money Guide Pro

Job description

TD Bank in Hauppauge, NY is seeking a Financial Advisor Associate to work with clients on their wealth management needs. The person will analyze clients' financial situations, educate them on investment strategies, and build lasting relationships.

This role requires a Bachelor's degree, relevant work experience in financial services, and strong communication skills. The position offers base pay between $66,560 and $99,320 annually along with growth opportunities.