Wealth Advisor (Remote) - Client Impact & Growth

TD Bank; Portsmouth (NH); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Health and well-being benefits

Career development programs

Flexible paid time off

Job summary

TD Bank is looking for a Financial Advisor in Portsmouth, New Hampshire. This role involves providing financial planning and investment management solutions to clients while ensuring top-notch customer service. The Financial Advisor will work closely with TD Wealth clients to review their financial goals and recommend suitable financial solutions.

The ideal candidate should have a relevant bachelor's degree, experience in investment sales, and strong communication skills. TD Bank offers a competitive salary and opportunities for growth.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of financial advice and investment sales experience.
• Ability to manage client relationships effectively.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Service unique needs of TD Wealth clients.
• Achieve sales goals and deepen client relationships.

Skills

Customer-centric service

Investment sales experience

Strong communication skills

Organizational skills

Wealth management techniques

Education

Bachelor's degree

SIE, Series 7, Series 63

Job description

TD Bank is looking for a Financial Advisor in Portsmouth, New Hampshire. This role involves providing financial planning and investment management solutions to clients while ensuring top-notch customer service. The Financial Advisor will work closely with TD Wealth clients to review their financial goals and recommend suitable financial solutions.

The ideal candidate should have a relevant bachelor's degree, experience in investment sales, and strong communication skills. TD Bank offers a competitive salary and opportunities for growth.