Wealth Advisor Associate: Grow Client Wealth

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

Job summary

TD Bank in Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. This role involves analyzing client financial information, educating prospects about investment strategies, and maintaining strong client relationships.

Candidates are required to have a Bachelor's degree and relevant experience in financial services. Compensations range from $66,560 to $99,320, with opportunities for growth and development.

Qualifications

• 1+ years of relevant work experience in financial services.
• Ability to travel within assigned market five days a week.
• Consultative sales experience required.

Responsibilities

• Analyze client financial information to determine appropriate strategies.
• Educate and advise prospects on investment and insurance products.
• Develop and maintain client relationships for wealth management.

Skills

Interpersonal skills

Financial analysis

Client relationship management

Knowledge of investment strategies

Education

Bachelor's degree

SIE & Series 7 required

Tools

SalesForce

Money Guide Pro

Job description

TD Bank in Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. This role involves analyzing client financial information, educating prospects about investment strategies, and maintaining strong client relationships.

Candidates are required to have a Bachelor's degree and relevant experience in financial services. Compensations range from $66,560 to $99,320, with opportunities for growth and development.