Wealth Advisor, NYC — Growth, Client Impact & Training

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

Benefits offered by this job

Comprehensive benefits package

Career development opportunities

Community engagement initiatives

Job summary

TD Bank is seeking a Financial Advisor in New York City to join its Wealth Management team. This role is designed for financial advisors with a focus on providing personalized investment guidance to clients, fostering relationships, and meeting financial goals.

The ideal candidate will have at least 2 years of investment sales experience, hold relevant licenses, and be committed to exceptional customer service. Competitive salary and growth opportunities are offered.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning, and investment sales.
• SIE, Series 7, Series 63 required.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Review financial goals and make investment recommendations.
• Service the unique and complex needs of TD Wealth clients.

Skills

Customer service

Sales ability

Financial planning

Relationship building

Wealth management

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 63

SIE

Series 66

Job description

TD Bank is seeking a Financial Advisor in New York City to join its Wealth Management team. This role is designed for financial advisors with a focus on providing personalized investment guidance to clients, fostering relationships, and meeting financial goals.

The ideal candidate will have at least 2 years of investment sales experience, hold relevant licenses, and be committed to exceptional customer service. Competitive salary and growth opportunities are offered.