Financial Advisor Associate - Great Falls, VA
Core
Serves as a primary relationship manager and financial advisor for TD Wealth clients, addressing wealth management advisory needs through personalized investment and insurance strategies.
Role type
Financial Advisor Associate
Builds
Client relationships and a client base for TD Wealth
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Investment strategy, Insurance planning, Client relationship management, Regulatory compliance, SalesForce proficiency, Money Guide Pro proficiency
Responsibilities
Analyze client financial information to determine appropriate strategies, Educate clients on investment and insurance products, Develop and maintain client relationships, Coach Retail Store staff to identify referral prospects, Ensure client onboarding and annual reviews, Adhere to federal and state regulations