Wealth Advisor: Client-Focused Financial Planning

TD Securities; Media (Delaware County); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Health and well-being benefits

Retirement programs

Career development opportunities

Job summary

A leading financial institution in Delaware County, Media, is seeking a Financial Advisor to provide financial planning guidance and develop relationships with clients. This role focuses on asset management and investment recommendations tailored to clients' financial goals. Candidates should have a Bachelor's degree and 2+ years of relevant experience in advising and sales. A commitment to exceptional customer service and relationship management is vital for success in this position.

Qualifications

• 2+ years of providing advice, planning, and investment sales.
• Strong verbal and written communication skills.
• Ability to travel within assigned market to meet clients.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Deliver legendary service during every customer interaction.
• Manage all aspects of the client’s relationships with TD Bank.

Skills

Customer-centric service

Consultative sales

Relationship management

Financial planning

Investment knowledge

Education

Bachelor's degree

Tools

CRM systems

Job description

A leading financial institution in Delaware County, Media, is seeking a Financial Advisor to provide financial planning guidance and develop relationships with clients. This role focuses on asset management and investment recommendations tailored to clients' financial goals. Candidates should have a Bachelor's degree and 2+ years of relevant experience in advising and sales. A commitment to exceptional customer service and relationship management is vital for success in this position.