Wealth Advisor Associate - Client-Focused Growth

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

Job summary

TD Bank in Augusta, Maine is looking for a Financial Advisor Associate to manage client relationships and provide wealth management advisory services. The ideal candidate will analyze financial situations and provide tailored investment and insurance strategies.

This role involves meeting quarterly objectives and requires interpersonal skills to educate and advise clients effectively. Candidates should have a Bachelor's degree and relevant financial services experience.

Qualifications

• 1+ years of relevant work experience in the financial services industry.
• Strong verbal and written communication skills.
• Ability to travel within assigned market.

Responsibilities

• Serve as primary relationship manager for clients.
• Analyze client financial information.
• Build and maintain client relationships.

Skills

Interpersonal Skills

Financial Analysis

Customer Relationship Management

Sales Experience

Education

Bachelor's degree

Tools

SalesForce

Money Guide Pro

Job description

TD Bank in Augusta, Maine is looking for a Financial Advisor Associate to manage client relationships and provide wealth management advisory services. The ideal candidate will analyze financial situations and provide tailored investment and insurance strategies.

This role involves meeting quarterly objectives and requires interpersonal skills to educate and advise clients effectively. Candidates should have a Bachelor's degree and relevant financial services experience.