Wealth Advisor Associate – Brooklyn

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

Job summary

TD Bank is seeking a Financial Advisor Associate in Brooklyn, New York to work closely with clients on their wealth management needs. In this role, you will analyze financial information, provide tailored investment and insurance strategies, and build lasting relationships with clients.

The ideal candidate should have a bachelor's degree, relevant work experience, and proficiency in financial tools such as SalesForce. This position requires strong interpersonal skills and a commitment to client fiduciary responsibilities.

Qualifications

• Must have strong verbal and written communication skills.
• 1+ years of relevant work experience in financial services.
• Ability to travel within assigned market five days a week.

Responsibilities

• Analyze client financial information to provide personalized advice.
• Educate clients on investment and insurance strategies.
• Develop and maintain relationships with clients.

Skills

Customer relationship management

Financial analysis

Sales skills

Interpersonal skills

Education

Bachelor's degree

SIE & Series 7 required

L&H and Series 66 or ability to obtain

Tools

SalesForce

Money Guide Pro

Job description

TD Bank is seeking a Financial Advisor Associate in Brooklyn, New York to work closely with clients on their wealth management needs. In this role, you will analyze financial information, provide tailored investment and insurance strategies, and build lasting relationships with clients.

The ideal candidate should have a bachelor's degree, relevant work experience, and proficiency in financial tools such as SalesForce. This position requires strong interpersonal skills and a commitment to client fiduciary responsibilities.