Financial Advisor Associate-sheepshead Bay, Brooklyn
TD Bank
Brooklyn, New York, United States
$66,560 - $99,320 usd py
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Client relationship management
Financial analysis and planning
Investment and insurance strategies
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TD Bank is seeking a Financial Advisor Associate in Sheepshead Bay, Brooklyn, to provide wealth management advisory services to clients. The role involves analyzing client financial information, developing tailored investment strategies, and building relationships to attract and retain clients. A strong knowledge of financial products and excellent interpersonal skills are essential for success.
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Job Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
This role involves analyzing financial information, educating clients on investment and insurance strategies, and recommending personalized solutions.
The FAA is responsible for developing and maintaining client relationships through ongoing consultation, advice, planning, and account servicing.
Matching Summary
Match Score: 75
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TD Bank is seeking a Financial Advisor Associate in Sheepshead Bay, Brooklyn, to provide wealth management advisory services to clients. The role involves analyzing client financial information, developing tailored investment strategies, and building relationships to attract and retain clients. A strong knowledge of financial products and excellent interpersonal skills are essential for success.
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Salary
$66,560 - $99,320 USD
Skills & Requirements
Must-have
Client relationship management
Financial analysis and planning
Investment and insurance strategies
Wealth management advisory needs
SalesForce and Money Guide Pro proficiency
Nice-to-have
Community involvement
Mentoring new FAAs
Fostering positive work environment
Key Requirements
1+ years of financial services experience
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain