Wealth Advisor — Client-Focused Planning & Growth

TD Bank Group; New York (NY); Sur place; USD 67 000 - 118 000; Plein temps

Résumé du poste

TD Bank Group in Brooklyn, NY, onsite, is seeking motivated Financial Advisors for a three-year program with forgivable draw. You will provide financial planning guidance and investment recommendations, build client relationships and maximize wallet share, while meeting regulatory requirements.

This role emphasizes exceptional client service, onboarding of new clients, and annual reviews, with opportunities to progress within TD Wealth across a supportive team environment.

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7 and Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain within licensing schedule.
• Strong verbal and written communication skills.
• Consultative sales experience required.

Responsabilités

• Provide financial planning guidance and investment recommendations to TD Wealth clients.
• Serve as primary contact for client relationships and service needs.
• Meet quarterly and annual sales goals and deepen wallet share.
• Ensure onboarding and annual client reviews with an enhanced wealth-management agenda.

Connaissances

Verbal communication

Written communication

Consultative sales

Client service

Formation

Bachelor's degree

Outils

SIE

Series 7

Series 63

Series 66

Life & Health license

Description du poste

TD Bank Group in Brooklyn, NY, onsite, is seeking motivated Financial Advisors for a three-year program with forgivable draw. You will provide financial planning guidance and investment recommendations, build client relationships and maximize wallet share, while meeting regulatory requirements.

This role emphasizes exceptional client service, onboarding of new clients, and annual reviews, with opportunities to progress within TD Wealth across a supportive team environment.