Wealth Advisor Associate

TD; Medford (NY); On-site; USD 67,000 - 99,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor Associate (FAA) to attract and retain TD Wealth prospects and clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, and to educate and advise on investment and insurance strategies.

The successful candidate will possess broad knowledge, with strong interpersonal skills to develop lasting client relationships,

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in the financial services industry.
• SIE & Series 7 required.
• LSH and Series 66 (or equivalent) or ability to obtain within licensing schedule.

Responsibilities

• Primary relationship manager and financial advisor for TD Wealth clients with a wealth advisory need.
• Develops and manages all aspects of the client relationship with TD Wealth.
• Meets with prospects to attract and develop clients and address wealth management advisory needs.
• Analyzes client financial information to determine appropriate investment and insurance strategies.

Skills

Strong verbal and writtencommunication

Education

Bachelor's degree strongly preferred

Tools

SalesForce

Money Guide Pro

Job description

TD Wealth is seeking a Financial Advisor Associate (FAA) to attract and retain TD Wealth prospects and clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, and to educate and advise on investment and insurance strategies.

The successful candidate will possess broad knowledge, with strong interpersonal skills to develop lasting client relationships,