Address
Form of workTD Description
About TD Bank, America's Most Convenient Bank®
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.td.com/us. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US and www.twitter.com/TDNews_US.
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
Job Description
The Financial Advisor (FA) I is a high-touch point of client contact accountable to service the unique and less complex needs of clients in the Mass Affluent (MA) segment. The FA will serve as the central point of contact, providing expertise for MA clients on insurance, annuities and investments. The job is directly responsible for providing proactive client service to achieve greater share of wallet. The job will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients' expectations for asset accumulation, preservation, growth and protection.
The FA is at the center of the MA client services model delivering an integrated Wealth Management and Insurance offering by providing day-to-day account management, financial needs analysis, direct sales of wealth management solutions and complex annuity and insurance solutions for clients and their businesses. In so doing, the FA must focus on maximizing clients' satisfaction with their overall wealth relationship, maximizing profitability of the client relationship, while ensuring minimum risk to TD and regulatory compliance.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Qualifications
About TD Bank, America's Most Convenient Bank®
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.td.com/us. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US and www.twitter.com/TDNews_US.
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
Job Description
The Financial Advisor (FA) I is a high-touch point of client contact accountable to service the unique and less complex needs of clients in the Mass Affluent (MA) segment. The FA will serve as the central point of contact, providing expertise for MA clients on insurance, annuities and investments. The job is directly responsible for providing proactive client service to achieve greater share of wallet. The job will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients' expectations for asset accumulation, preservation, growth and protection.
The FA is at the center of the MA client services model delivering an integrated Wealth Management and Insurance offering by providing day-to-day account management, financial needs analysis, direct sales of wealth management solutions and complex annuity and insurance solutions for clients and their businesses. In so doing, the FA must focus on maximizing clients' satisfaction with their overall wealth relationship, maximizing profitability of the client relationship, while ensuring minimum risk to TD and regulatory compliance.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Qualifications
- 4-year degree required or equivalent work experience; MBA or advanced degree preferred
- 5 + years financial services experience in a production capacity (i.e. track record for meeting sales goals) required
- 7 + years of overall working experience preferred
- Securities Licensed: 65 Required
- Certified Financial Planner (CFP), preferred
- 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 departments within TD Bank, America's Most Convenient Bank
