Wealth Advisor – Growth Path in NYC

TD Bank Group; New York (NY); Presencial; USD 67.000 - 118.000; Jornada completa

Descripción de la vacante

TD Bank Group in New York, NY seeks a Financial Advisor at multiple levels for a three-year program focused on financial planning and wealth management. You will service TD Wealth clients, review goals, make investment recommendations, and work toward annual sales targets through a client-centric approach.

The role requires SIE, Series 7/63 and possibly Series 66, with licensing support. Travel within the market may be required as part of client development and onboarding.

Formación

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

Responsabilidades

• Provide financial planning guidance and investment recommendations to TD Wealth clients.
• Achieve quarterly and annual sales goals while delivering legendary service.
• Onboard new clients and conduct annual client reviews (ACRs) to assess wealth needs.

Conocimientos

Financial planning

Client service

Sales

Communication

Regulatory compliance

Teamwork

Educación

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

Series 66

Descripción del empleo

TD Bank Group in New York, NY seeks a Financial Advisor at multiple levels for a three-year program focused on financial planning and wealth management. You will service TD Wealth clients, review goals, make investment recommendations, and work toward annual sales targets through a client-centric approach.

The role requires SIE, Series 7/63 and possibly Series 66, with licensing support. Travel within the market may be required as part of client development and onboarding.