Financial Services Professional
4 days ago
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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