Financial Advisor - Wesley Chapel, FL

Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à l’utilisation des témoins.

Avertissement :
Pour les visiteurs de l’Union européenne et du Royaume-Uni, seuls les témoins strictement nécessaires sont utilisés sur ce site. Ces témoins sont nécessaires au bon fonctionnement du site Web et ne peuvent pas être désactivés. Ils sont généralement mis en place uniquement en réponse à des actions que vous effectuez et qui équivalent à une demande de services, comme configurer vos préférences en matière de confidential ité, ouvrir une session ou remplir des formulaires.

Vous pouvez configurer votre navigateur pour qu’il bloque ces témoins; toutefois, certaines sections du site ne fonctionneront pas. Ces témoins n’enregistrent pas de renseignements personnels permettant l’identification.
*
* Work Location:

** Wesley Chapel, Floride, États-Unis d'Amérique
*
* Hours:

** 40
* * Pay Details:**$68,640 - $102,960 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
** Line of Business:
** Gestion de patrimoine TD
*
* Job Description:

** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.  A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals.

The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
** Depth & Scope:
*** Experience selling investments and providing financial plans
* Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
* Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
* Ability to partner and promote lead generation
* Manages goals, prioritizes tasks and comfortable working in a fast paced environment
* Ensures all new & existing clients are provided with a planning experience
* Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts
* Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
* Implements and executes a differentiated service model/experience for TD Wealth clients
* Meets quarterly and annual sales goals
* Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
* Identifies opportunities…