Financial Advisor - Oceanside, NY
Description
This is a three-year program for financial advisors or planners focused on providing financial planning guidance and selling investment management solutions. The role involves servicing the unique and complex needs of TD Wealth clients by reviewing their financial goals, making investment recommendations, and developing relationships to help them achieve asset accumulation, preservation, growth, and protection.
What We're Looking For
Experience selling investments and providing financial plans.,Demonstrates a commitment to being customer-centric by delivering legendary service to maximize retention and growth.,Ensures all new clients receive the complete onboarding process.,Ability to commute within assigned territory.,Strong understanding of wealth management business development techniques.,Strong understanding and experience interacting with retail and small business banking clients.,Consultative sales experience required.,Demonstrated ability to establish relationships and partner effectively with other departments.,Proven ability to achieve sales goals.,Implements and executes a differentiated service model/experience for TD Wealth clients.,Meets quarterly and annual sales goals.,Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions.,Maximizes profitability, while ensuring the client receives an exceptional client experience.
Ideal Candidate
Bachelor's degree strongly preferred.,2+ years of providing advice, planning and investment sales.,SIE, Series 7, Series 63 required.,Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule.,Self-directed, with strong ability to plan own activities to achieve sales and referral goals.,Advanced understanding of wealth products and services.,Strong verbal and written communication skills.,Strong organizational and time management skills.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
40 hours/week
Benefits
Special Commitments
Ability to travel within assigned market to meet prospects, clients and partners five days a week.
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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