Financial Advisor Support Specialist
TD Bank Group
About this role
The Financial Advisor Support Specialist at TD Wealth acts as a primary client contact for the mass affluent segment, supporting Financial Advisors and their clients. The role focuses on delivering a high-quality client experience and providing administrative and service support to enable advisor effectiveness. It contributes to client retention and supports the broader wealth management business.
Skills
Qualifications
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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About TD Bank Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for TD Bank Group.
Salary
$50k – $70k
per year