Financial Advisor - Oceanside, NY
TD Bank Group(1 month ago)
About this role
The Financial Advisor is part of a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions for TD Wealth clients. The role acts as the central client contact to support clients’ goals related to asset accumulation, preservation, growth, and protection. It is positioned within TD Wealth and supports long-term relationship and client development.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Lead Generation
- Client Onboarding
- Annual Reviews
- Wealth Management
- Regulatory Compliance
- Business Development
+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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