Wealth Advisor: Growth Path & Client Impact

TD Bank; New York (NY); On-site; USD 78,320 - 117,520; Full time

Benefits offered by this job

Comprehensive health benefits

Professional development opportunities

Competitive variable compensation

Job summary

TD Bank is hiring a Financial Advisor in Flushing, NY, responsible for providing financial planning guidance and selling investment management solutions. The role requires building strong client relationships and achieving sales goals in a fast-paced environment.

Ideal candidates will have at least 2 years of relevant experience, strong communication skills, and a Bachelor's degree. The compensation package ranges from $78,320 to $117,520 annually, based on experience.

Qualifications

• Minimum of 2 years of experience providing advice, planning, and investment sales.
• Experience in wealth management and understanding of financial products.
• Ability to plan own activities to achieve goals.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Ensure all new clients receive a complete onboarding experience.
• Deliver legendary customer service during every interaction.

Skills

Customer-centric service

Sales experience

Investment management

Strong communication skills

Relationship building

Education

Bachelor's degree

SIE, Series 7, Series 63

L&H and Series 66 or ability to obtain

Job description

TD Bank is hiring a Financial Advisor in Flushing, NY, responsible for providing financial planning guidance and selling investment management solutions. The role requires building strong client relationships and achieving sales goals in a fast-paced environment.

Ideal candidates will have at least 2 years of relevant experience, strong communication skills, and a Bachelor's degree. The compensation package ranges from $78,320 to $117,520 annually, based on experience.