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Private Client Specialist I
4 weeks ago
The Private Client Specialist I is a key role within TD Bank Group's Wealth Management division, responsible for providing exceptional client service and support to high net worth individuals. This role requires a strong understanding of financial planning and wealth management principles, as well as excellent communication and interpersonal skills.
Key Responsibilities
- Provide personalized client service and support to high net worth individuals, including onboarding, account management, and financial planning.
- Work closely with Relationship Managers and Investment Advisors to deliver comprehensive wealth management solutions to clients.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored advice and guidance.
- Collaborate with internal teams, including Trust and Estate, to provide interdisciplinary expertise and support to clients.
- Stay up-to-date with industry trends, regulatory requirements, and best practices in wealth management, and apply this knowledge to enhance client service and support.
Requirements
- Bachelor's degree in a related field, such as finance, business, or economics.
- Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations.
- Minimum 3 years of experience in a related field, preferably in wealth management or financial services.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide tailored advice and guidance.
- Ability to work in a fast-paced environment, with multiple priorities and deadlines.
What We Offer
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan.
- Opportunities for professional development and growth, including training and mentorship programs.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
How to Apply
If you are a motivated and results-driven individual with a passion for wealth management and client service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for this role. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
