Financial Advisor - West Babylon, NY
TD Bank Group(1 month ago)
West Babylon, NYOnsiteFull TimeMedior$74,880 - $102,960TD Wealth
Apply NowAbout this role
The Financial Advisor participates in a three-year program providing financial planning guidance and selling investment management solutions to Mass Affluent clients. The role serves as the central point of contact for client relationships, helping clients achieve goals related to asset accumulation, preservation, growth, and protection while building wallet share and referrals across TD channels.
Required Skills
- Financial Planning
- Investment Sales
- Client Onboarding
- Client Service
- Relationship Management
- Prospecting
- Consultative Sales
- Compliance
- Communication
- Time Management
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 66
- Life and Health
About TD Bank Group
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