Financial Advisor Associate - Shrewsbury, MA
TD Bank Group(1 month ago)
About this role
A Financial Advisor Associate at TD Wealth is an entry-level wealth management professional focused on serving clients and prospects within an assigned territory. The role supports TD Wealth's advisory services by delivering personalized financial planning and acting as a client-facing representative of the firm.
Required Skills
- Financial Analysis
- Wealth Management
- Investment Strategies
- Insurance Products
- Relationship Management
- Client Acquisition
- Client Onboarding
- Consultative Sales
- Salesforce
- MoneyGuide Pro
+2 more
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Life & Health License
- Series 66
About TD Bank Group
td.comExplore 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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