Financial Advisor - Longmeadow, MA
TD Bank Group(1 month ago)
About this role
The Financial Advisor (FA) is a three-year, forgivable-draw program within TD Wealth focused on providing financial planning guidance and selling investment management solutions. The FA serves as the central point of contact for clients, reviewing financial goals and recommending investment strategies aligned to client objectives. The role supports relationship development to help clients with asset accumulation, preservation, growth and protection.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Client Onboarding
- Lead Generation
- Compliance
- AML
- Sales Targets
- Time Management
+2 more
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- Series 66
- Life & Health (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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