Financial Advisor - Bethpage
TD Bank Group(1 month ago)
About this role
The Financial Advisor participates in a three-year program with a forgivable draw to provide financial planning guidance and sell investment management solutions for TD Wealth clients. The role focuses on reviewing clients' financial goals, making investment recommendations aligned to those goals, and serving as the central point of contact to develop long-term client relationships and grow wallet share.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Wealth Products
- Prospecting
- Compliance
- Consultative Sales
- Communication
- Time Management
+2 more
Qualifications
- Bachelor's Degree (Preferred)
- SIE
- Series 7
- Series 63
- Series 66 (or equivalent)
- Life & Health License (or ability to obtain)
About TD Bank Group
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