Financial Advisor - Randolph, NJ
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 within TD Wealth. The advisor serves as the primary contact for clients, reviewing goals and recommending investments to help clients achieve asset accumulation, preservation, growth, and protection. The role emphasizes relationship development and delivering an elevated client experience while supporting referrals to internal partners.
Required Skills
- Financial Planning
- Investment Sales
- Client Onboarding
- Client Service
- Relationship Management
- Lead Generation
- Consultative Sales
- Compliance
- Communication
- Time Management
+2 more
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- Series 66 (or equivalent)
- 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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