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Private Client Specialist I - New York, NY at TD Bank - ApplyBlast

Private Client Specialist I - New York, NY

TD Bank

9 months ago

New York, NY

Onsite

Full Time

Medior

0 applicants

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About this role

The Private Client Specialist I at TD Wealth supports Relationship Managers and Investment Advisors who serve high-net-worth clients, providing specialist support within the bank’s wealth management line of business. The role is based in New York and contributes to client onboarding, account administration, and the overall client experience for affluent households.

Skills

Qualifications

Bachelor Degree PreferredSeries 7Series 63Series 65Series 66

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).