Financial Advisor Trainee - Keene, NH

Only for registered members Keene, NH, United States

1 month ago

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Job summary

The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities,it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame.

Responsibilities

  • Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame
  • Actively calls and meets with TD Bank customers and prospects with the goal to deepen customer relationships assist with customer service issuesand identify customer financial needs

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