Wealth Advisor at TD Bank, Portland, Maine

Company Overview:
TD Bank is a leading financial institution in the Banking & Finance industry, committed to providing unparalleled financial services to its customers. With a strong presence in Portland, Maine, TD Bank offers a wide range of banking products and services tailored to meet the diverse needs of individuals and businesses.

Key Responsibilities For Wealth Advisor:
- Provide personalized financial advice and investment solutions to clients based on their financial goals and risk tolerance.
- Develop and maintain strong client relationships to understand their needs and offer suitable financial products.
- Conduct thorough financial assessments and create customized wealth management plans to help clients achieve their financial objectives.
- Stay up-to-date with market trends, investment products, and regulatory requirements to provide informed recommendations to clients.
- Collaborate with internal teams to deliver comprehensive financial solutions and ensure excellent service delivery to clients.

Required Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Certified Financial Planner (CFP) designation or willingness to obtain it within a specified period.
- Proven experience in financial planning, wealth management, or a related role within the banking or financial services sector.
- Strong understanding of investment products, financial markets, and regulatory compliance.
- Excellent communication skills with the ability to explain complex financial concepts to clients in a clear and concise manner.

Desired Skills:
- Master's degree in Finance or a related field.
- Series 7 and Series 66 licenses.
- Experience using financial planning software to create financial projections and analyze investment portfolios.
- Ability to identify cross-selling opportunities and expand client relationships.
- Strong analytical skills with attention to detail and accuracy.

Compensation & Benefits:
The annual salary range for the Wealth Advisor position at TD Bank in Portland, Maine is $80,000 to $120,000, commensurate with experience and qualifications. In addition to competitive pay, TD Bank offers a comprehensive benefits package including health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts on banking products.

How to Apply:
To apply for the Wealth Advisor position at TD Bank in Portland, Maine, please visit our careers page on the TD Bank website and submit your resume and cover letter detailing your relevant experience and qualifications for the role. We look forward to reviewing your application and potentially welcoming you to our dynamic team of financial professionals at TD Bank.