The Financial Advisor role at TD is designed to provide financial planning guidance and sell investment management solutions, focusing on the Mass Affluent segment.

In Short

Work location: Wilmington, Delaware.
Full-time position with a 40-hour work week.
Salary range: $90,000/year.
Serve as the primary contact for TD Wealth client relationships.
Provide financial planning guidance and identify client needs.
Achieve quarterly and annual sales goals.
Ensure compliance with all regulations and policies.
Participate in ongoing training and development.
Contribute to a positive work environment.
Engage in community initiatives and support charity efforts.

Requirements

Bachelor's degree preferred.
2+ years in financial advising or investment sales.
Required licenses: SIE, Series 7, Series 66.
Strong communication and organizational skills.
Ability to travel within assigned market.
Experience in consultative sales and relationship management.
Proven ability to achieve sales goals.
Understanding of wealth management techniques.
Customer-centric approach to service delivery.
Commitment to ongoing professional development.

Benefits

Competitive salary and incentive awards.
Health and well-being benefits.
Retirement savings programs.
Paid time off including Vacation and Holiday PTO.
Training and mentorship opportunities.
Supportive work environment focused on growth.
Opportunities for career advancement.
Employee discounts on banking products.
Community involvement and charitable initiatives.
Inclusive culture that values diversity.

TD Bank, N.A

TD Bank, N.A. is one of the world's leading global financial institutions and the fifth largest bank in North America by branches. With a commitment to delivering legendary customer experiences, TD serves over 27 million households and businesses across Canada, the United States, and beyond. The bank employs more than 95,000 colleagues who are dedicated to enriching the lives of customers, communities, and each other. Guided by the vision to 'Be the Better Bank,' TD emphasizes innovation in customer experience and offers extensive growth opportunities, skill development, and a supportive work environment. The bank is also committed to diversity, equity, and inclusion, fostering a culture where all colleagues can thrive and make a positive impact in their communities through initiatives like the TD Ready Commitment.

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