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Wealth Advisor: Client-Centric Financial Planning
Job in
Allentown, Lehigh County, Pennsylvania, 18103, USA
Listed on 2026-02-12
Listing for:
TD Bank
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Une institution financière reconnue aux États-Unis cherche un conseiller en gestion de patrimoine. Le candidat idéal doit avoir un baccalauréat, au moins 2 ans d'expérience dans les conseils financiers et la vente d'investissements, ainsi que des connaissances sur les produits de gestion de patrimoine. Vous serez responsable de l'onboarding des clients, de la gestion de leurs relations et d'atteindre les objectifs de vente dans un environnement dynamique et centré sur le client.
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