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Wealth Advisor: Client-First Planning
Job in
Bethpage, Nassau County, New York, 11714, USA
Listed on 2026-01-12
Listing for:
TD Bank
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a dedicated wealth advisor in Bethpage. The successful candidate will demonstrate strong financial expertise and a commitment to customer-centric service. Responsibilities include managing client relationships, providing tailored financial advice, achieving sales goals, and fostering collaboration with various departments. To excel in this role, having a bachelor’s degree and relevant experience in investment sales is essential, alongside excellent communication and organizational skills.
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