TD Bank Group

Financial Advisor Associate - Medford, NY

TD Bank Group

14 days ago
Medford, New York
Onsite
Full Time
Junior
0 applicants
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TD Bank Group
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About this role

TD Wealth is seeking a Financial Advisor Associate to support client engagements and wealth planning efforts. The role focuses on understanding clients' financial situations and providing fiduciary, objective guidance to help meet long-term goals. The FAA collaborates with TD Wealth colleagues to maintain client relationships and coordinate solutions across the bank's wealth offerings.

Skills

Qualifications

Bachelor's DegreeSIESeries 7Series 66Life & Health License
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.

About TD Bank Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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