Financial Advisor - Rego Park, NY
TD Bank Group(1 month ago)
About this role
The Transitional Financial Advisor (TFA) is a three-year program within TD Wealth for financial advisors who provide financial planning guidance and sell investment management solutions. The role focuses on serving Mass Affluent clients as the primary point of contact and developing relationships to help clients achieve goals related to asset accumulation, preservation, growth, and protection. The position is based in Rego Park, NY and includes a draw during the program.
Required Skills
- Financial Planning
- Investment Sales
- Client Service
- Relationship Management
- Wealth Management
- Compliance
- Lead Generation
- Sales Goals
- Financial Analysis
- Risk Management
Qualifications
- 4-year Degree
- SIE
- Series 7
- Series 65
- Series 66
- Life License
- Health License
- Driver's 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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