$66,560 - $99,320 usd; not specified; not specifie...
On-site
Attract and retain clients
Address wealth management needs
Analyze financial information
TD Bank is seeking a Financial Advisor Associate for its Brooklyn location, responsible for managing client relationships and addressing wealth management needs. The ideal candidate should possess strong financial analysis skills, interpersonal abilities, and relevant industry certifications
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.
The role involves analyzing client financial information, educating clients on investment and insurance strategies, and recommending personalized solutions.
As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews.
Matching Summary
Match Score: 85
TD Bank is seeking a Financial Advisor Associate for its Brooklyn location, responsible for managing client relationships and addressing wealth management needs. The ideal candidate should possess strong financial analysis skills, interpersonal abilities, and relevant industry certifications.
Salary
$66,560 - $99,320 USD; Not specified; Not specified
Skills & Requirements
Must-have
Attract and retain clients
Address wealth management needs
Analyze financial information
Educate and advise clients
Develop and maintain client relationships
Provide objective financial advice
Nice-to-have
Foster a positive work environment
Involvement in the community
Represent TD Wealth professionally
Key Requirements
1+ years of relevant work experience
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain