Wealth Advisor – Shape Clients' Financial Futures

TD Bank; Windham (ME); Presencial; USD 72 280 - 108 160; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Career development opportunities

Comprehensive health benefits

Paid time off including vacation and holidays

Resumo da oferta

TD Bank is seeking a Financial Advisor for its North Windham office, providing financial planning and management solutions for clients. Applicants should have a Bachelor’s degree and at least 2 years of experience in financial sales.

In this role, you will ensure clients receive comprehensive onboarding and annual reviews, while achieving sales goals. The position requires strong communication and organizational skills and a dedication to customer service.

Qualificações

• 2+ years of providing advice, planning, and investment sales.
• SIE, Series 7, Series 63 required.
• Ability to travel within assigned market five days a week.

Responsabilidades

• Provide client service and develop relationships for TD Wealth clients.
• Conduct financial needs analysis to provide goals-based advice.
• Manage all aspects of client relationships with TD Bank.

Conhecimentos

Customer-centric approach

Consultative sales experience

Strong communication skills

Organizational and time management skills

Formação académica

Bachelor's degree

Ferramentas

Client relationship management (CRM) tools

Descrição da oferta de emprego

TD Bank is seeking a Financial Advisor for its North Windham office, providing financial planning and management solutions for clients. Applicants should have a Bachelor’s degree and at least 2 years of experience in financial sales.

In this role, you will ensure clients receive comprehensive onboarding and annual reviews, while achieving sales goals. The position requires strong communication and organizational skills and a dedication to customer service.