Wealth Advisor: NYC Client-First Planning & Growth

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

Benefits offered by this job

Competitive salary

Health and well-being benefits

Career development programs

Job summary

A leading financial institution in New York is seeking a Financial Advisor to provide financial planning and investment management solutions. The role involves reviewing client goals, onboarding new clients, and ensuring comprehensive service to deepen client relationships. Applicants should have a Bachelor's degree and experience in providing advice and planning. This position offers competitive compensation and growth opportunities within a collaborative team environment.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Strong understanding of wealth management.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Review client financial goals and make investment recommendations.
• Ensure all new clients receive comprehensive onboarding.

Skills

Customer-centric approach

Sales experience

Communication skills

Organizational skills

Education

Bachelor's degree

Job description

A leading financial institution in New York is seeking a Financial Advisor to provide financial planning and investment management solutions. The role involves reviewing client goals, onboarding new clients, and ensuring comprehensive service to deepen client relationships. Applicants should have a Bachelor's degree and experience in providing advice and planning. This position offers competitive compensation and growth opportunities within a collaborative team environment.