Financial Advisor - Hicksville, NY
TD Bank Group(1 month ago)
About this role
A Financial Advisor at TD Wealth participates in a three-year program with a forgivable draw, providing financial planning guidance and investment management solutions to clients. The role supports clients’ goals around asset accumulation, preservation, growth and protection and serves as a primary point of contact for TD Wealth relationships. The position is based in Hicksville, NY and is part of TD Bank’s Wealth line of business.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Lead Generation
- Compliance
- Wealth Products
- Communication
- Time Management
- Business Development
+2 more
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- Series 66
- 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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