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Wealth Advisor: Client Planning

Job in Middle Village, Queens County, New York, 11379, USA
Listing for: TD Securities
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Client Planning & Growth
Location: Middle Village

A leading investment banking firm is seeking a Financial Advisor to join their team in Middle Village, New York. This role involves providing financial planning guidance, serving the unique needs of clients, and achieving sales goals. The ideal candidate should hold a Bachelor's degree, relevant financial licenses (SIE, Series 7, Series 63), and have 2+ years of experience in investment sales.

A commitment to exceptional customer service is essential, along with strong relationship management skills, ensuring clients receive tailored investment solutions.
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