Financial Advisor Associate- Fresh Meadows
TD Bank Group(1 month ago)
Fresh Meadows, New YorkOnsiteFull TimeJunior$66,560 - $99,320TD Wealth
Apply NowAbout this role
A Financial Advisor Associate at TD Wealth supports TD Bank's wealth management business by engaging with clients and prospects to deliver tailored financial planning and advisory services. The role is based in Fresh Meadows, New York and contributes to TD's customer-facing wealth management operations.
Required Skills
- Financial Analysis
- Wealth Management
- Investment Advice
- Insurance Strategies
- Client Relations
- Relationship Management
- Consultative Sales
- Prospecting
- Salesforce
- MoneyGuidePro
+3 more
Qualifications
- Bachelor's Degree (Preferred)
- SIE
- Series 7
- Series 66
- Life & Health (L&H)
About TD Bank Group
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