Financial Advisor Associate - Bethpage, NY
Core
Financial Advisor Associate serves as a primary relationship manager for TD Wealth clients, analyzing financial information to provide personalized investment and insurance strategies.
Role type
Associate Financial Advisor (Wealth Management)
Builds
Client relationships and wealth management portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Investment strategy, Insurance planning, Client relationship management, Regulatory compliance, SalesForce proficiency
Responsibilities
Analyze client financial information including income, cash flow, assets, and liabilities; Recommend personalized investment and insurance strategies; Develop and maintain client relationships; Educate and coach Retail Store staff to identify referral prospects; Ensure client onboarding and annual reviews; Adhere to federal, state, and SRO regulations.