Financial Services Professional

5 days ago

Washington, United States TD Bank Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Professional to join our team at TD Bank. As a Financial Advisor II, you will be responsible for providing exceptional client service and expertise to our Mass Affluent clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide proactive client service to achieve greater share of wallet
  • Retain and grow client relationships by helping clients with their asset accumulation, preservation, growth, and protection
  • Develop and implement a process to ensure every client receives an Annual Client Review meeting with an enhanced agenda focused on the client's overall wealth needs
  • Serve as the primary point of contact for TD Wealth client relationships for the Mass Affluent segment
  • Implement and execute a differentiated service model/experience for Mass Affluent clients
  • Meet quarterly and annual sales goals
  • Deepen wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions
  • Identify opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
  • Ensure all Continuing Education requirements are attained
  • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
  • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information
  • Contribute to a positive and constructive work environment with a focus on supporting the overall Wealth team
  • Provide coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
  • Represent TD Wealth to the general public in a professional manner
Requirements
  • 4-year degree required or equivalent work experience
  • 2+ years direct experience selling investments & providing financial planning
  • 7+ years of overall working experience preferred
  • 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
  • Advanced understanding and experience with retail and small business banking and experience interacting with Mass Affluent and HNW clients
  • Consultative sales experience required
  • Proven ability to establish relationships and partner effectively with other departments within TD Bank
  • Ability to travel within assigned Market; about 75% of time
  • Driver's License required
What We Offer

We offer a competitive compensation package, including base salary and variable compensation/incentive awards, as well as several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

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