TD
Financial Advisor II (US) Gold Coast
This job is now closed
Job Description
- Req#: 393526BR
- Must be eligible for employment under regulatory standards applicable to the position.
Education & Experience:
Prior Wealth Specialist or Registered Investment Advisor experience
Valid and active Series 65 registration
Valid and active Life & Health insurance license
3 + years of financial services or related experience
Bachelor's degree strongly preferred
Other designations in addition to the requirements would be considered
Strong understanding wealth management business development techniques, products, services and overall industry.
Advanced understanding and experience with retail and small business banking and experience interacting with Mass Affluent and HNW clients
Consultative sales experience required.
Proven ability to establish relationships and partner effectively with other departmentsAbout the company
Welcome to TD Bank, America's Most Convenient Bank. Visit now to learn about all our personal banking products like accounts, loans, cards & more.
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