Wealth Advisor & Financial Planning Specialist

TD Bank; New York (NY); On-site; USD 78,520 - 117,520; Full time

Benefits offered by this job

Competitive salary

Career development opportunities

Health and wellness benefits

Job summary

TD Bank is looking for a Financial Advisor located in Brooklyn, NY. This role requires providing financial planning guidance and managing client relationships to meet investment goals. The ideal candidate has a Bachelor’s degree and investment sales experience.

Offering a competitive compensation range of $78,520 - $117,520, the position focuses on client service excellence and requires relevant financial certifications. Join TD in fostering deep client connections and contributing to their financial well-being.

Qualifications

• 2+ years of providing advice and investment planning.
• Required SIE, Series 7, Series 63 certifications.
• Ability to travel within assigned market.

Responsibilities

• Provide financial planning guidance and investment management solutions.
• Develop relationships with clients to assist in meeting financial goals.
• Conduct annual client reviews to assess portfolio needs.

Skills

Customer-centric service

Investment sales experience

Strong verbal and written communication skills

Organizational skills

Education

Bachelor's degree

Job description

TD Bank is looking for a Financial Advisor located in Brooklyn, NY. This role requires providing financial planning guidance and managing client relationships to meet investment goals. The ideal candidate has a Bachelor’s degree and investment sales experience.

Offering a competitive compensation range of $78,520 - $117,520, the position focuses on client service excellence and requires relevant financial certifications. Join TD in fostering deep client connections and contributing to their financial well-being.