Wealth Advisor: Client‑Centric Financial Planning & Growth

TD Bank; Branford (CT); Presencial; USD 72 280 - 108 160; Tempo integral

Resumo da oferta

TD Bank Branford is seeking a Financial Advisor for a three-year program to provide financial planning guidance and investment management solutions. You will review client goals and make recommendations, serving as the primary contact to build wealth relationships and drive share of wallet.

Responsibilities include onboarding, needs analysis, annual reviews, and collaborating with TD Wealth partners while maintaining compliance and delivering exceptional service to clients.

Qualificações

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required; Series 66 or ability to obtain within licensing schedule.

Responsabilidades

• Sell investments and provide financial plans to clients.
• Deliver customer-centric service to maximize retention and growth.
• On-board new clients with needs analysis and introduction to servicing team.
• Meet quarterly and annual sales goals and refer business to Wealth partners as needed.
• Ensure compliance with regulations and complete licensing requirements.

Conhecimentos

Financial planning

Investment sales

Client relationships

Communication

Time management

Formação académica

Bachelor's degree

Ferramentas

SIE

Series 7

Series 63

Series 66

Descrição da oferta de emprego

TD Bank Branford is seeking a Financial Advisor for a three-year program to provide financial planning guidance and investment management solutions. You will review client goals and make recommendations, serving as the primary contact to build wealth relationships and drive share of wallet.

Responsibilities include onboarding, needs analysis, annual reviews, and collaborating with TD Wealth partners while maintaining compliance and delivering exceptional service to clients.