Financial Advisor-Ossining, NY
1 month ago

Job summary
The Financial Advisor (FA) role is a three-year program with a forgivable draw for financial advisors or planners who will provide financial planning guidance and sell investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals.
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
Job description
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