Financial Advisor - Union/Essex
TD Bank Group(1 month ago)
About this role
The Financial Advisor at TD Wealth is part of a three-year program with a forgivable draw to provide financial planning guidance and investment management solutions to clients. The role focuses on aligning recommendations with clients' financial goals and serving as the primary point of contact for their wealth needs.
Required Skills
- Financial Planning
- Investment Sales
- Client Onboarding
- Relationship Management
- Business Development
- Lead Generation
- Sales Goals
- Compliance
- AML
- Communication
+2 more
Qualifications
- Bachelor's Degree (Preferred)
- SIE
- Series 7
- Series 63
- Life & Health License
- Series 66 (or equivalent)
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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