Wealth Advisor: Client-Focused Planning & Growth

TD Bank; Longmeadow (MA); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Competitive salary

Growth opportunities

Health and well-being benefits

Job summary

TD Bank is seeking a Financial Advisor in Longmeadow, Massachusetts, to guide clients in achieving their financial goals. This full-time role involves offering tailored investment management solutions and maintaining strong client relationships.

The ideal candidate will have a Bachelor's degree, and at least two years of experience in financial planning and investment sales. TD Bank is committed to providing exceptional customer service while helping our clients achieve their financial objectives.

Qualifications

• 2+ years of experience in investment sales and financial advice.
• Strong interpersonal and communication skills required.
• Ability to work in a fast-paced environment.

Responsibilities

• Provide financial planning guidance to clients.
• Develop investment management solutions based on client needs.
• Ensure a comprehensive client onboarding experience.

Skills

Customer-centric service

Sales experience

Financial planning

Relationship management

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Bank is seeking a Financial Advisor in Longmeadow, Massachusetts, to guide clients in achieving their financial goals. This full-time role involves offering tailored investment management solutions and maintaining strong client relationships.

The ideal candidate will have a Bachelor's degree, and at least two years of experience in financial planning and investment sales. TD Bank is committed to providing exceptional customer service while helping our clients achieve their financial objectives.