TD Bank Group

Financial Advisor - Medford, Long Island

TD Bank Group

2 months ago
Medford, NY
Onsite
Full Time
Medior
0 applicants
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TD Bank Group
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About this role

The Financial Advisor is a three-year program role providing financial planning guidance and selling investment management solutions for TD Wealth clients. The role serves as the central point of contact for clients, helping them achieve goals related to asset accumulation, preservation, growth and protection while supporting onboarding and client relationship development.

Skills

Qualifications

Bachelor's Degree (Preferred)SIESeries 7Series 63Series 66
TD Bank Group

About TD Bank Group

td.com

Explore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.

About TD Bank Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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