Financial Advisor - Shrewsbury

Only for registered members Shrewsbury, United States

1 month ago

Default job background
Full time $72,280 - $108,160 (USD)

Job summary

The Transitional Financial Advisor (TFA) role is a three-year program with a draw for financial advisors or planners who will provide financial planning guidance & selling investment management solutions.

Responsibilities

  • Experience selling investments and providing financial plans
  • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
  • Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank
  • Implements and executes a differentiated service model/experience for MA clients

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