Private Client Investment Advisor II - New York, NY
TD Bank Group(2 days ago)
About this role
The Private Client Investment Advisor II at TD Wealth provides comprehensive investment services and solutions to high-net-worth clients, focusing on relationship management, portfolio analysis, and investment strategies. The role involves working closely with clients and team members to grow and manage a book of business, primarily through in-person meetings in Westchester County, NY and Fairfield County, CT.
Required Skills
- investmentStrategy
- PortfolioManagement
- ClientRelationships
- FinancialAnalysis
- InvestmentProducts
- FinancialPlanning
- AssetAllocation
- WealthManagement
- RegulatoryCompliance
- CustomerService
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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