Financial Services Professional

4 days ago


Philadelphia, Pennsylvania, United States TD Bank Group Full time
Job Title: Financial Advisor- Philadelphia

Job Summary:
TD Bank Group is seeking a skilled Financial Advisor to join our team in Philadelphia. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, helping them achieve their financial goals and objectives. This is a unique opportunity to work with a leading financial institution and make a real difference in the lives of our clients.

Key Responsibilities:
  • Provide financial planning and investment advice to clients, including retirement planning, estate planning, and wealth management.
  • Conduct client meetings and assessments to understand their financial goals and objectives.
  • Develop and implement personalized financial plans for clients, including investment strategies and risk management.
  • Stay up-to-date with market trends and economic conditions to provide informed advice to clients.
  • 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 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.

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.

How to Apply:
If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to our online application system.

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