Entry level transaction management role at Law Debenture responsible for daily operational tasks and collaboration with internal teams. Assisting in managing structured finance transactions and supporting related documentation processes.
About the role
- Financial Advisor at TD Wealth providing financial planning guidance and selling investment management solutions. Responsible for managing relationships and achieving sales goals while ensuring compliance.
Responsibilities
- Provide financial planning guidance and sell investment management solutions
- Leverage experience to service unique and complex needs of TD Wealth clients
- Manage client relationships and develop services to achieve greater share of wallet
- Conduct thorough client discovery and financial needs analysis
- Ensure completion of requisite client documents
- Implement annual client review meetings with clients
- Adhere to all federal, state, SRO regulations and Firm policies
- Provide coaching and feedback to team members
- Represent TD Wealth publicly and support community initiatives
Requirements
- Bachelor's degree strongly preferred
- 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
- Self-directed, with strong ability to plan own activities to achieve sales and referral goals
- Advanced understanding of wealth products and services
- Strong organizational and time management skills
- Ability to commute within assigned territory
- Strong understanding of wealth management business development techniques
- Consultative sales experience required
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Career development and mentoring programs
- Banking benefits and discounts
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