Financial Advisor

2 days ago


Miami Beach, Florida, United States TD Bank Full time
Job Title: Transitional Financial Advisor

We are seeking a highly motivated and experienced Transitional Financial Advisor to join our team at TD Bank. As a Transitional Financial Advisor, you will be responsible for providing exceptional client service and developing relationships with our Mass Affluent clients.

Key Responsibilities:
  • Provide financial planning and investment advice to clients in the Mass Affluent segment
  • Develop and implement customized financial plans to meet clients' goals and objectives
  • Identify and pursue new business opportunities to grow our client base
  • Collaborate with internal teams to provide comprehensive financial solutions to clients
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and best practices
Requirements:
  • 4-year degree or equivalent work experience
  • 2+ years of experience in financial planning and investment management
  • Series 65 license 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, and services
What We Offer:
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
How to Apply:

If you are a motivated and experienced financial professional looking for a new challenge, please submit your application, including your resume and cover letter, to our website.


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