Wealth Advisor: Strategic Financial Planning & Growth

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

Benefits offered by this job

Health benefits

Career development opportunities

Employee recognition programs

Job summary

TD Bank is seeking a Financial Advisor in East Meadow, New York. This pivotal role involves providing tailored financial planning and investment management solutions to clients. The Financial Advisor will serve as the primary contact for TD Wealth clients, managing their financial goals through effective communication and in-depth financial reviews.

Applicants should hold a Bachelor's degree and possess relevant sales experience; SIE, Series 7, Series 63 certifications are required. The position offers a competitive salary of $78,520 - $117,520, with extensive growth opportunities.

Qualifications

• 2+ years of providing financial advice and investment sales experience required.
• Strong understanding of wealth products and wealth management techniques.
• Strong verbal, written communication, and organizational skills.

Responsibilities

• Provide financial planning guidance and manage client relationships.
• Meet sales goals while ensuring client satisfaction.
• Conduct annual reviews with clients and assist in their financial needs.

Skills

Customer-centric service

Sales experience

Financial planning

Problem-solving

Relationship building

Time management

Education

Bachelor's degree

SIE, Series 7, Series 63

Tools

CRM software

Financial analysis tools

Job description

TD Bank is seeking a Financial Advisor in East Meadow, New York. This pivotal role involves providing tailored financial planning and investment management solutions to clients. The Financial Advisor will serve as the primary contact for TD Wealth clients, managing their financial goals through effective communication and in-depth financial reviews.

Applicants should hold a Bachelor's degree and possess relevant sales experience; SIE, Series 7, Series 63 certifications are required. The position offers a competitive salary of $78,520 - $117,520, with extensive growth opportunities.