Private Client Investment Advisor Ii - New York, Ny

TD Bank

New York, New York, United States
$124,280 - $186,160 usd; not specified; not specif...
Comprehensive investment services
Hnw client relationships
Portfolio management
The Private Client Investment Advisor II partners with Relationship Manager to provide comprehensive investment services including sophisticated investment products to HNW clients

Job Summary

  • The Private Client Investment Advisor II partners with Relationship Manager to provide comprehensive investment services including sophisticated investment products to HNW clients.
  • The role emphasizes deepening existing client relationships through personalized planning, portfolio management, and ongoing advice, with a required consistent in-office presence.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

The Private Client Investment Advisor II partners with Relationship Manager to provide comprehensive investment services including sophisticated investment products to HNW clients.

Salary

$124,280 - $186,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Comprehensive investment services
  • HNW client relationships
  • Portfolio management
  • Investment strategy development
  • Client relationship management
  • SalesForce.com usage

Nice-to-have

  • Community involvement
  • Mentorship of junior staff
  • Collaborative team environment
  • Proactive introduction of new ideas

Key Requirements

  • 4-year degree required
  • Minimum 10+ Years financial services experience
  • Valid Series 7, 63 + 65 or 66
  • Valid and active Life & Health insurance licenses
  • 5+ years' experience in asset allocation
  • FINRA, SEC compliance knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter