Wealth Advisor Associate: Client Wealth & Strategy
Job in
Bethlehem, Northampton County, Pennsylvania, 18020, USA
Listed on 2026-06-09
Listing for:
TD Bank
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Regulatory Compliance Specialist
Job Description & How to Apply Below
TD Bank recherche un gestionnaire de relations et conseiller financier pour TD Wealth, responsable de la gestion des relations clients, de l'analyse des besoins financiers et de la recommandation de solutions personnalisées. Ce poste requiert au moins un an d'expérience pertinente dans les services financiers, une solide compréhension des produits de gestion de patrimoine et des compétences en vente consultative.
Une formation sera fournie pour assurer une excellente expérience client. Le candidat doit détenir un baccalauréat, ainsi que les certifications SIE et Series 7.
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Position Requirements
10+ Years
work experience
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