Wealth Advisor: Strategic Planning & Client Growth

TD Bank; New York (NY); On-site; USD 66,560 - 117,520; Full time

Benefits offered by this job

Career development opportunities

Comprehensive health benefits

Retirement savings plan

Job summary

TD Bank is seeking a Financial Advisor in New York, NY to provide financial planning guidance and investment management solutions. Applicants should have a Bachelor's degree and at least 2 years of experience in sales and advising clients. Responsibilities include serving as a primary contact for clients at TD Wealth, delivering exceptional customer service, and conducting annual reviews.

This role provides significant opportunities for professional growth and career development within a leading financial institution.

Qualifications

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

Responsibilities

• Provide financial planning guidance and investment management solutions.
• Serve as the primary point of contact for TD Wealth client relationships.
• Conduct Annual Client Review meetings with clients.

Skills

Customer-centric service

Sales experience

Financial planning

Wealth management

Strong communication skills

Education

Bachelor's degree

Tools

Wealth management software

Job description

TD Bank is seeking a Financial Advisor in New York, NY to provide financial planning guidance and investment management solutions. Applicants should have a Bachelor's degree and at least 2 years of experience in sales and advising clients. Responsibilities include serving as a primary contact for clients at TD Wealth, delivering exceptional customer service, and conducting annual reviews.

This role provides significant opportunities for professional growth and career development within a leading financial institution.