Financial Advisor Trainee- Sheepshead Bay, Brooklyn
TD Bank
Brooklyn, New York, United States
$57,720 - $86,320 usd; not specified; not specifie...
On-site
Attract and retain clients
Analyze financial information
Educate and advise clients
TD Bank is seeking a Financial Advisor Trainee in Sheepshead Bay, Brooklyn, aimed at transitioning into a Financial Advisor Associate role. The position focuses on developing client relationships and advising on wealth management strategies, requiring strong interpersonal skills and a commitment to client interests
Job Summary
The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate.
Responsibilities include analyzing client financial information, advising on investment and insurance strategies, and developing personalized wealth management plans.
The role emphasizes building strong client relationships, acting as a fiduciary, and contributing to the growth of the TD Wealth business.
Matching Summary
Match Score: 85
TD Bank is seeking a Financial Advisor Trainee in Sheepshead Bay, Brooklyn, aimed at transitioning into a Financial Advisor Associate role. The position focuses on developing client relationships and advising on wealth management strategies, requiring strong interpersonal skills and a commitment to client interests.
Salary
$57,720 - $86,320 USD; Not specified; Not specified
Skills & Requirements
Must-have
Attract and retain clients
Analyze financial information
Educate and advise clients
Develop client relationships
Fiduciary responsibility
Nice-to-have
Influence client behavior
Identify enterprise opportunities
Collaborate with key partners
Key Requirements
SIE required
Ability to obtain Life & Health, Series 7, Series 66
1+ years relevant work experience or college degree