Wealth Advisor: Client Growth & Planning Specialist

TD Bank Group; New York (NY); Vor Ort; USD 67.000 - 118.000; Vollzeit

Zusammenfassung

TD Bank Group in Brooklyn, NY offers a three-year Financial Advisor (FA) program designed to provide financial planning guidance and investment management solutions. As a FA, you will review client goals and make recommendations aligned with asset accumulation, preservation, growth, and protection.

The role acts as the central point of contact, delivering client service and developing relationships to increase TD Wealth's share of wallet.

Qualifikationen

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule.

Aufgaben

• Experience selling investments and providing financial plans.
• Demonstrates a customer-centric approach with legendary service at every interaction.
• Ensure complete onboarding for NEW clients, including discovery, needs analysis, and documentation.
• Meet quarterly and annual sales goals.
• Advise clients and refer to TD Retail and Wealth partners as needed.

Kenntnisse

Investments sales

Financial planning

Client service

Regulatory compliance

Ausbildung

Bachelor's degree strongly preferred

SIE, Series 7, Series 63

L&H and Series 66

Jobbeschreibung

TD Bank Group in Brooklyn, NY offers a three-year Financial Advisor (FA) program designed to provide financial planning guidance and investment management solutions. As a FA, you will review client goals and make recommendations aligned with asset accumulation, preservation, growth, and protection.

The role acts as the central point of contact, delivering client service and developing relationships to increase TD Wealth's share of wallet.