TD Bank Group

Financial Advisor Associate - Burlington, Vermont

TD Bank Group(1 day ago)

Burlington, VermontOnsiteFull TimeJunior$75,000 - $75,000Wealth Management
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About this role

The Financial Advisor Associate (FAA) at TD Wealth builds and maintains client relationships by providing personalized financial advice and wealth management strategies. The role involves analyzing clients' financial information, educating clients on investment options, and working within a team to meet sales and service goals in a comprehensive wealth management environment.

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Required Skills

  • Financial Analysis
  • Wealth Management
  • Investment Strategies
  • Insurance Strategies
  • Relationship Management
  • Salesforce
  • Financial Planning
  • Client Advisory
  • Regulatory Compliance
  • Financial Markets
TD Bank Group

About TD Bank Group

td.com

Explore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.

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