Wealth Advisor Associate — Client-Focused Growth

TD Bank; Great Falls (VA); On-site; USD 66,560 - 99,320; Full time

Benefits offered by this job

Health and well-being benefits

Paid time off

Career development opportunities

Job summary

TD Bank is seeking a Financial Advisor Associate in Great Falls, Virginia. This role focuses on attracting and retaining clients by providing personalized wealth management solutions tailored to their financial goals.

The ideal candidate should have a bachelor's degree, relevant certifications, and experience in financial services. Strong interpersonal skills and a consultative sales approach are essential for success in managing client relationships effectively.

Qualifications

• 1+ years of relevant work experience in financial services.
• Strong communication skills, both verbal and written.
• Self-directed with planning abilities to achieve sales goals.

Responsibilities

• Analyze financial information to determine investment strategies.
• Meet with clients to address their wealth management needs.
• Build and maintain client relationships through ongoing consultations.

Skills

Wealth management

Financial analysis

Interpersonal skills

Sales

Education

Bachelor's degree

SIE & Series 7 certification

Tools

SalesForce

Money Guide Pro

Job description

TD Bank is seeking a Financial Advisor Associate in Great Falls, Virginia. This role focuses on attracting and retaining clients by providing personalized wealth management solutions tailored to their financial goals.

The ideal candidate should have a bachelor's degree, relevant certifications, and experience in financial services. Strong interpersonal skills and a consultative sales approach are essential for success in managing client relationships effectively.