Financial Advisor - Bedford/stuyvesant

TD Bank

Brooklyn, New York, United States
$78,520 - $117,520 usd; not specified; not specifi...
Financial planning guidance
Investment management solutions
Client relationship development
The Financial Advisor role is a three-year program designed to provide financial planning guidance and sell investment management solutions to TD Wealth clients

Job Summary

  • The Financial Advisor role is a three-year program designed to provide financial planning guidance and sell investment management solutions to TD Wealth clients.
  • This role requires servicing unique and complex client needs by reviewing financial goals and making aligned investment recommendations, acting as the central point of contact for relationship development.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off, alongside opportunities for career development and training.

Matching Summary

The Financial Advisor role is a three-year program designed to provide financial planning guidance and sell investment management solutions to TD Wealth clients.

Salary

$78,520 - $117,520 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial planning guidance
  • Investment management solutions
  • Client relationship development
  • Sales goals achievement
  • Regulatory compliance adherence

Nice-to-have

  • Customer-centric service delivery
  • Positive and constructive work environment
  • Community involvement
  • Mentorship of new advisors

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter