Private Client Specialist I - Vienna, VA
TD Bank Group(24 days ago)
About this role
The Private Client Specialist I at TD Wealth supports Relationship Managers and Investment Advisors who serve high-net-worth clients by managing client onboarding, account openings, and fund transfers. The role also participates in basic financial planning discussions and client relationship reviews while providing administrative, analytical, and service support to the team.
Required Skills
- Client Onboarding
- Account Administration
- Financial Planning
- Investment Knowledge
- Regulatory Compliance
- Relationship Management
- Communication
- Excel
- PowerPoint
- Contact Management
+2 more
Qualifications
- Bachelor Degree
- Series 7
- Series 63
- Series 65
- Series 66
- NMLS Eligibility
- FINRA Registration
About TD Bank Group
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