Financial Advisor

2 weeks ago


Wellesley, Massachusetts, United States TD Bank Group Full time
Job Description

We are seeking a highly skilled Transitional Financial Advisor to join our team at TD Bank Group. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and developing long-term relationships with our clients.

Key Responsibilities:
  • Provide personalized financial planning and investment advice to clients in the Mass Affluent segment.
  • Develop and implement comprehensive financial plans that meet the unique needs and goals of each client.
  • Build and maintain strong relationships with clients through regular communication and proactive service.
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and provide expert advice to clients.
  • Collaborate with other team members to achieve sales goals and drive business growth.
Requirements:
  • 4-year degree or equivalent work experience.
  • 2+ years of experience in selling investments and providing financial planning.
  • Series 65 license and life and health insurance licenses required.
  • Advanced understanding of wealth management business development techniques, products, and services.
  • Proven ability to achieve sales goals and establish strong relationships with clients.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health and wellness benefits.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.
How to Apply:

If you are a motivated and experienced financial professional looking for a new challenge, please submit your application, including your resume and a cover letter, to our online portal.



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