Financial Advisor - Borough Park/Brooklyn, NY
TD Bank Group(1 month ago)
About this role
The Transitional Financial Advisor (TFA) is a three-year program role within TD Wealth for financial advisors and planners who provide financial planning guidance and investment management solutions to Mass Affluent clients. The position is designed to develop advisor capabilities, deepen client relationships, and support progression into higher wealth management roles.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Lead Generation
- Compliance
- Wealth Management
- Sales
- Onboarding
- Client Review
Qualifications
- 4-year Degree or Equivalent
- SIE
- Series 7
- Series 65/66
- Life/Health License
- Driver's License
About TD Bank Group
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