Financial Advisor - Bedford/Stuyvesant
TD Bank Group(1 month ago)
About this role
The Financial Advisor is a three-year program role at TD Wealth focused on providing financial planning guidance and selling investment management solutions. The position involves working with clients to review financial goals and deliver wealth strategies to support asset accumulation, preservation, growth, and protection. It includes a forgivable draw and development opportunities to progress within TD Wealth.
Required Skills
- Investment Sales
- Financial Planning
- Client Service
- Relationship Management
- Lead Generation
- Compliance
- AML
- Communication
- Time Management
- Wealth Products
+2 more
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- Series 66 (or equivalent)
- L&H License
About TD Bank Group
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