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Financial Services Banking & Finance

Wealth Advisor: Client-Focused Financial Planning

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: TD Bank
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Financial Services, Banking & Finance
Job Description & How to Apply Below
Une institution financière renommée cherche un conseiller financier expérimenté pour gérer et développer des relations clients. Le candidat doit posséder une expertise en vente d'investissements et planification, avec un accent sur le service client. Les responsabilités incluent l’atteinte d'objectifs de vente et l’intégration des nouveaux clients dans le processus. Le poste nécessite de fortes compétences en communication et une expérience antérieure en services financiers.
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