Financial Advisor - Wilmington, DE

Experience selling investments and providing financial plans.,Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth.,Ensures all new clients receive a complete planning experience.,Effectively implements a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as proactive contacts.,Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed.,Ability to partner and promote lead generation.,Manages goals, prioritizes tasks and is comfortable working in a fast-paced environment.

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.

Bachelor's Degree

Ability to travel within assigned market to meet prospects, clients and partners five days a week.,Involved in the community and support TDBG charity and community initiatives.