Financial Advisor - Medford, Long Island
TD Bank Group(1 month ago)
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.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Compliance
- Lead Generation
- Communication
- Time Management
- Wealth Management
- Business Development
Qualifications
- Bachelor's Degree (Preferred)
- SIE
- Series 7
- Series 63
- Series 66
- Life & Health Insurance 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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