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Wealth Management Advisor Associate
Job in
Lexington, Middlesex County, Massachusetts, 02173, USA
Listed on 2026-07-15
Listing for:
TD
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
TD Wealth is seeking a Financial Advisor Associate to serve as the primary relationship manager and financial advisor for TD Wealth clients in Lexington, MA. You will analyze client financials, educate clients on investment and insurance strategies, and tailor recommendations to meet goals.
The role emphasizes relationship-building, ongoing client reviews, and cross-functional collaboration. Applicants should have a Bachelor's degree, SIE & Series 7, and Series 66 if available; strong sales and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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