Wealth Advisor: Client Growth & Planning

TD Bank; Town of Pelham (NY); On-site; USD 78,520 - 117,520; Full time

Benefits offered by this job

Health and well-being benefits

Paid time off

Career development opportunities

Job summary

TD Bank in Pelham, New York is looking for a Financial Advisor to provide comprehensive financial planning guidance and manage investment solutions for our clients. This role emphasizes developing strong client relationships and ensuring tailored service delivery to exceed client expectations.

Successful candidates will have a minimum of 2 years of relevant experience, strong communication skills, and a Bachelor's degree. The position offers a competitive salary range of $78,520 - $117,520 along with opportunities for career development and growth.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Ability to plan own activities to achieve sales and referral goals.
• Advanced understanding of wealth products and services.

Responsibilities

• Provide financial planning guidance & investment management solutions.
• Serve as primary contact for TD Wealth client relationships.
• Identify opportunities within your portfolio to refer business.

Skills

Customer-centric service

Investment sales experience

Consultative sales experience

Strong communication skills

Organizational skills

Education

Bachelor's degree

SIE, Series 7, Series 63

L&H and Series 66 or equivalent

Job description

TD Bank in Pelham, New York is looking for a Financial Advisor to provide comprehensive financial planning guidance and manage investment solutions for our clients. This role emphasizes developing strong client relationships and ensuring tailored service delivery to exceed client expectations.

Successful candidates will have a minimum of 2 years of relevant experience, strong communication skills, and a Bachelor's degree. The position offers a competitive salary range of $78,520 - $117,520 along with opportunities for career development and growth.