Financial Advisor - Naples, FL
$72,280–$108,160 year
On-site · Naples, Florida, United States
Naples, Florida, United StatesOn-siteFull Time$72,280–$108,160 yearMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
The Financial Advisor role at TD Wealth involves providing financial planning guidance, selling investment management solutions, and enhancing client relationships. Responsibilities include a thorough client on-boarding process, executing client reviews, achieving sales goals, and ensuring compliance with regulations.
Required Qualifications
- 2+ years of providing advice, planning and investment sales
- SIE, Series 7, Series 63 required
- Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule
- Demonstrated ability to establish relationships and partner effectively with other departments
- Strong verbal and written communication skills
- Strong organizational and time management skills
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