Financial Advisor - Brooklyn, NY - TD Bank : Job Details

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, 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 t...Financial Advisor, Financial Planning, Advisor, Customer Service, Financial, Customer Experience, Banking