Financial Advisor Trainee - One Portland Square
TD Bank Group(1 month ago)
About this role
The Financial Advisor Trainee at TD Wealth is an entry-level, transitional role designed to develop the skills and obtain the licensing required to advance to a Financial Advisor Associate. The position provides structured training and mentorship within TD Bank’s wealth management business and is based in Portland, Maine.
Required Skills
- Financial Analysis
- Client Relations
- Wealth Management
- Annuities
- Insurance Sales
- Prospecting
- Referral Development
- Communication
- Time Management
- Regulatory Compliance
Qualifications
- Bachelor's Degree
- SIE
- Life & Health License
- Series 7
- Series 66
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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