Wealth Advisor Associate — Grow Your Client Portfolio

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

Zusammenfassung

TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, focused on developing and maintaining client relationships in wealth management. You'll analyze client financials, educate on investment strategies, and ensure tailored solutions for financial goals.

The ideal candidate will have strong interpersonal, analytical skills, and relevant industry experience. This full-time position offers a competitive salary range of $66,560 - $99,320 annually, along with growth opportunities.

Qualifikationen

• 1+ years of experience in financial services.
• Ability to develop strong client relationships.
• Comprehensive understanding of wealth products.

Aufgaben

• Meet with clients to analyze financial information.
• Educate clients on investment strategies.
• Develop and maintain client relationships.

Kenntnisse

Client relationship management

Financial analysis

Investment strategies

Insurance products knowledge

Salesforce proficiency

Ausbildung

Bachelor's degree

SIE & Series 7 certification

L&H and Series 66 or equivalent

Tools

Salesforce

Money Guide Pro

Jobbeschreibung

TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, focused on developing and maintaining client relationships in wealth management. You'll analyze client financials, educate on investment strategies, and ensure tailored solutions for financial goals.

The ideal candidate will have strong interpersonal, analytical skills, and relevant industry experience. This full-time position offers a competitive salary range of $66,560 - $99,320 annually, along with growth opportunities.