Wealth Advisor Associate — Build Lasting Client Wealth

TD Bank; Westfield (MA); On-site; USD 61,880 - 92,560; Full time

Job summary

TD Bank is looking for a Financial Advisor Associate in Westfield, Massachusetts. You will work closely with clients, addressing their wealth management advisory needs, analyzing financial information, and providing personalized investment strategies.

The position requires strong communication and organizational skills, along with a comprehensive understanding of wealth products. This full-time role offers a salary range of $61,880 - $92,560.

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in financial services.
• SIE & Series 7 required.

Responsibilities

• Develops, maintains and manages client relationships.
• Educates and advises clients on investment strategies.
• Analyzes financial information of clients and prospects.

Skills

Strong verbal and written communication skills

Strong organizational and time management skills

Comprehensive understanding of wealth products and services

Consultative sales experience

Education

Bachelor's degree strongly preferred

1+ years of relevant work experience in the financial services

Tools

SalesForce

Money Guide Pro

Job description

TD Bank is looking for a Financial Advisor Associate in Westfield, Massachusetts. You will work closely with clients, addressing their wealth management advisory needs, analyzing financial information, and providing personalized investment strategies.

The position requires strong communication and organizational skills, along with a comprehensive understanding of wealth products. This full-time role offers a salary range of $61,880 - $92,560.