Financial Advisor-West Springfield, VA

4 days ago


Springfield, Illinois, United States TD Bank Group Full time
Job Title: Financial Advisor-West Springfield, VA

We are seeking a highly motivated and experienced Financial Advisor to join our team at TD Bank Group. As a Financial Advisor, you will be responsible for providing exceptional customer service and financial guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Provide financial planning and investment advice to clients, including retirement planning, estate planning, and wealth management.
  • Develop and implement customized financial plans for clients, taking into account their unique financial situations and goals.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial objectives.
  • Stay up-to-date on industry trends and developments, and provide expert advice to clients on investment opportunities and financial planning strategies.
  • Collaborate with other TD Bank Group teams to provide comprehensive financial solutions to clients.
Requirements:
  • 4-year degree required or equivalent work experience.
  • 2+ years of experience in selling investments and providing financial planning, with a track record of success.
  • In-depth knowledge of investment products and services.
  • Series 65 required.
  • Life and Health insurance licenses required, or ability to obtain within licensing and registration schedule.
  • Advanced understanding of wealth management business development techniques, products, services, and overall industry.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • A 401(k) retirement plan with company match.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application today.



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