Financial Advisor - Great Falls, VA
Core
Financial Advisor providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Role type
Financial Advisor (3-year program)
Builds
Client relationships and investment portfolios
Domain
Wealth Management / Financial Services
Required skills
Financial planning, Investment sales, Client relationship management, Regulatory compliance, Sales goal achievement, Client onboarding, Annual review execution, Referral generation, Wealth product knowledge, Consultative selling
Preferred skills
Bachelor's degree, Self-directed planning, Community involvement, Coaching and mentoring
Technologies
None stated
Responsibilities
Review financial goals and make investment recommendations, Ensure complete client onboarding and discovery, Conduct Annual Client Reviews, Meet quarterly and annual sales goals, Refer clients to Retail and Wealth partners, Adhere to federal and state regulations, Foster positive work environment and mentor new FAs
Seniority
Mid-level, self-directed IC