Financial Advisor Associate- Fresh Meadows - New York, NY

Only for registered members New York, NY, United States

1 month ago

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Job Summary

The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.

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Responsibilities

  • Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need
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  • Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals/objectives,
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  • Educates advises prospects clients regarding investment insurance strategies products varies depending on circumstances this may involve analyzing client data providing recommendations delivering presentations etc.,
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  • Retains grows client base through relationship management ongoing communication consultation with client periodically analyzing determining appropriate updates to client’s financial planning necessary appropriate,”}“valid_job”:1}”””””’
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