Wealth Advisor - NYC, 3-Year Growth Program

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

Zusammenfassung

TD Bank Group in New York offers a 3-year Financial Advisor program with a forgivable draw for financial advisors or planners. You will provide financial planning guidance and sell investment management solutions, acting as the central point of contact for TD Wealth clients and coordinating with TD Wealth partners to grow wallet share.

The role emphasizes a client-centric approach, onboarding of new clients, and regular annual reviews, with the goal of building long-term relationships and

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 ability to obtain within licensing schedule.

Aufgaben

• Provide financial planning guidance and investment solutions to clients.
• Deliver customer-centric service to maximize retention and growth.
• Onboard clients and conduct needs analyses for goals-based advice.
• Lead generation and referral of TD Wealth Solutions.
• Meet client needs through annual reviews and proactive communications.
• Manage client relationships with TD Bank and TD Wealth partners.

Kenntnisse

Investment sales

Financial planning

Client relationship management

Regulatory compliance

Ausbildung

Bachelor's degree strongly preferred

SIE, Series 7, Series 63 required

Series 66 or equivalent or ability to obtain

Jobbeschreibung

TD Bank Group in New York offers a 3-year Financial Advisor program with a forgivable draw for financial advisors or planners. You will provide financial planning guidance and sell investment management solutions, acting as the central point of contact for TD Wealth clients and coordinating with TD Wealth partners to grow wallet share.

The role emphasizes a client-centric approach, onboarding of new clients, and regular annual reviews, with the goal of building long-term relationships and