Wealth Advisor Associate - Client Growth

TD Bank; Medford (NY); Vor Ort; USD 66.560 - 99.320; Vollzeit

Zusammenfassung

TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment strategies and financial goals while ensuring compliance with regulations.

The ideal candidate will possess strong communication skills and understand financial analysis and wealth management. This full-time role requires travel within the assigned market and offers a competitive salary of $66,560 - $99,320.

Qualifikationen

• 1+ years of relevant work experience in the financial services industry.
• Comprehensive understanding of wealth products and services.
• Ability to travel within assigned market five days a week.

Aufgaben

• Develops and manages client relationships.
• Educates and advises clients on investment and insurance strategies.
• Meets quarterly and annual objectives.

Kenntnisse

Strong interpersonal skills

Financial analysis

Consultative sales experience

Communication skills

Ausbildung

Bachelor's degree

SIE & Series 7 required

L&H and Series 66 (or equivalent)

Tools

SalesForce

Money Guide Pro

Jobbeschreibung

TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment strategies and financial goals while ensuring compliance with regulations.

The ideal candidate will possess strong communication skills and understand financial analysis and wealth management. This full-time role requires travel within the assigned market and offers a competitive salary of $66,560 - $99,320.