Wealth Advisor Associate: Grow Your Client Base

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

Job summary

TD Bank is seeking a Financial Advisor Associate in Windham, Maine, to manage client relationships and provide tailored financial advice. The successful candidate will analyze financial situations and offer personalized investment and insurance solutions to meet clients' financial goals.

This role requires strong communication skills and a thorough understanding of wealth management products and services, with a focus on building long-term client relationships. Full-time position with opportunities for growth.

Qualifications

• 1+ years of relevant work experience in the financial services industry.
• Knowledge of wealth products and services.
• SIE & Series 7 required.

Responsibilities

• Analyze client financial information to provide personalized advice.
• Educate and advise prospects and clients on financial goals.
• Retain and grow the client base through ongoing communication.

Skills

Strong verbal and written communication skills

Client relationship management

Financial analysis

Sales experience

Organizational skills

Education

Bachelor's degree

Tools

SalesForce

Money Guide Pro

Job description

TD Bank is seeking a Financial Advisor Associate in Windham, Maine, to manage client relationships and provide tailored financial advice. The successful candidate will analyze financial situations and offer personalized investment and insurance solutions to meet clients' financial goals.

This role requires strong communication skills and a thorough understanding of wealth management products and services, with a focus on building long-term client relationships. Full-time position with opportunities for growth.