Wealth Advisor: Plan, Invest & Grow Client Wealth

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

Job summary

TD Bank is looking for a Financial Advisor in New York, NY to join their Wealth team. This three-year program includes a forgivable draw for financial advisors providing tailored investment management solutions and financial planning guidance to clients.

Key responsibilities include relationship management, addressing unique financial needs, and meeting sales goals. The ideal candidate has a Bachelor’s degree, relevant sales experience, and required licenses. This position offers competitive compensation of $78,520 to $117,520 annually.

Qualifications

• 2+ years of experience in financial advising or investment sales required.
• Strong understanding of wealth products and services.
• Excellent verbal and written communication skills.

Responsibilities

• Provide financial planning guidance to TD Wealth clients.
• Review financial goals and make investment recommendations.
• Manage client relationships and ensure on-boarding experience.

Skills

Customer-centric service

Consultative sales

Investment management

Relationship building

Education

Bachelor's degree

Tools

Financial planning software

Job description

TD Bank is looking for a Financial Advisor in New York, NY to join their Wealth team. This three-year program includes a forgivable draw for financial advisors providing tailored investment management solutions and financial planning guidance to clients.

Key responsibilities include relationship management, addressing unique financial needs, and meeting sales goals. The ideal candidate has a Bachelor’s degree, relevant sales experience, and required licenses. This position offers competitive compensation of $78,520 to $117,520 annually.