Financial Advisor- Niskayuna, NY
TD Bank Group(1 month ago)
About this role
The Financial Advisor is part of a three-year program providing financial planning guidance and selling investment management solutions to TD Wealth clients. The role serves as the central point of contact for client relationships, delivering goals-based advice and onboarding while helping clients achieve asset accumulation, preservation, growth, and protection.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Lead Generation
- Compliance
- Wealth Management
- Communication
- Time Management
- Consultative Sales
Qualifications
- Bachelor's Degree (Preferred)
- SIE
- Series 7
- Series 63
- Series 66 (or Equivalent)
- Life & Health License
- FINRA Registration Eligibility
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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