Financial Advisor - Huntington Village
TD Bank Group(1 month ago)
About this role
A Financial Advisor in TD Wealth participates in a three-year program with a forgivable draw to provide financial planning guidance and sell investment management solutions. The role focuses on serving TD Wealth clients' complex needs by reviewing financial goals and recommending investment strategies while acting as the primary client contact to support clients' wealth objectives.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Compliance
- Prospecting
- Communication
- Time Management
- Lead Generation
- Advisory
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- Series 66
- Life & Health License
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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