Financial Advisor - Hauppauge, NY
TD Bank Group(1 month ago)
About this role
The Financial Advisor is a TD Wealth three-year program (with a forgivable draw) where an advisor provides financial planning guidance and sells investment management solutions. The role serves as the primary point of contact for clients, reviewing financial goals and making investment recommendations to help clients with asset accumulation, preservation, growth, and protection.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Compliance
- Lead Generation
- Wealth Products
- Communication
- Time Management
- Business Development
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- Life & Health (L&H)
- 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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