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Financial Advisor

Wealth Advisor: Client-Focused Financial Planning

Job in Cambridge, Middlesex County, Massachusetts, 02140, USA
Listing for: TD Bank
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
Une institution financière majeure recherche un professionnel expérimenté pour gérer les relations clients au sein de l'équipe TD Wealth à Cambridge, Massachusetts. Le candidat idéal aura au moins 2 ans d’expérience dans la vente de produits financiers, avec une solide connaissance des services de gestion de patrimoine. Les responsabilités incluent la maximisation de la satisfaction client et la réalisation d'objectifs de vente.

Des certifications financières appropriées sont requises.
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