Financial Advisor - Royersford, PA
TD Bank Group(1 month ago)
About this role
The Financial Advisor is a three-year program role (with a forgivable draw) providing financial planning guidance and selling investment management solutions for TD Wealth clients. The advisor serves as the central point of contact, building relationships to help clients achieve goals related to asset accumulation, preservation, growth and protection. The role supports onboarding and ongoing reviews while coordinating with TD Bank and Wealth partners.
Required Skills
- Financial Planning
- Investment Sales
- Client Onboarding
- Relationship Management
- Sales Targets
- Compliance
- AML
- Communication
- Time Management
- Prospecting
+1 more
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- Series 66
- Life & Health Insurance (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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