Wealth Advisor — Astoria, NY (Multiple Levels)

TD Bank; New York (NY); On-site; USD 66,560 - 117,520; 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 to provide financial planning and manage investments for clients in Astoria, NY. You will offer comprehensive financial services aimed at helping clients meet their goals while delivering exceptional customer experiences.

The role requires a bachelor's degree, financial advising experience, and relevant certifications. TD Bank promotes continuous development and offers a supportive work environment. Join a leading financial institution committed to client success and personal growth.

Qualifications

• 2+ years of financial planning or investment sales experience.
• Ability to travel within assigned market.
• Advanced understanding of wealth products and services.

Responsibilities

• Provide financial planning guidance & sell investment management solutions.
• Manage client relationships and ensure satisfactory service.
• Identify business opportunities within portfolios.

Skills

Experience selling investments

Customer-centric service

Client relationship management

Sales goal achievement

Strong verbal and written communication

Education

Bachelor's degree

SIE, Series 7, Series 63

L&H and Series 66 (or equivalent)

Job description

TD Bank is seeking a Financial Advisor to provide financial planning and manage investments for clients in Astoria, NY. You will offer comprehensive financial services aimed at helping clients meet their goals while delivering exceptional customer experiences.

The role requires a bachelor's degree, financial advising experience, and relevant certifications. TD Bank promotes continuous development and offers a supportive work environment. Join a leading financial institution committed to client success and personal growth.