Financial Advisor-Bensonhurst
TD Bank Group(27 days ago)
About this role
The Financial Advisor (FA) is a client-facing role within TD Wealth participating in a three-year program with a forgivable draw to provide financial planning guidance and sell investment management solutions. The FA serves as the central point of contact for clients, helping them achieve goals related to asset accumulation, preservation, growth, and protection while representing TD Wealth in the community.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Wealth Management
- Compliance
- Lead Generation
- Relationship Management
- Communication
- Time Management
- Sales
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- Series 66
- Life & Health (L&H)
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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