Financial Advisor - Medford
2 weeks ago
Job Summary
The Financial Advisor (FA) role is a three-year program with a forgivable draw.This position requires leveraging experience to service unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals.
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Responsibilities
- Serve as the central point of contact responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
- Leverage 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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