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Private Client Investment Advisor

2 months ago

Hartford, Connecticut, United States TD Bank Group Full time
Job Description

The Private Client Investment Advisor is a key role within TD Wealth, responsible for providing comprehensive investment services to high net worth clients. This position requires a strong understanding of investment products and concepts, as well as excellent communication and relationship-building skills.

Key Responsibilities
  • Partner with Relationship Managers to provide investment services and solutions to clients
  • Utilize technical investment expertise to develop and implement investment strategies for clients
  • Work closely with clients to understand their investment goals and objectives
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
Requirements
  • 4-year degree required, MBA or advanced degree preferred
  • Minimum 10+ years of financial services experience in a production capacity
  • Valid Series 7, or 66
  • Valid and active Life & Health insurance licenses
  • Certified Financial Planner (CFP), preferred
  • CIMA, CAIA or CFA designation preferred
What We Offer

TD Bank Group is committed to providing a comprehensive compensation package, including base salary and variable compensation/incentive awards, as well as a range of benefits and rewards. We also offer opportunities for career development and advancement, as well as a collaborative and supportive work environment.