Financial Advisor Trainee-Bronx/Manhattan/Westchester

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Pour obtenir de plus amples renseignements, consultez notre **.*** Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame* Actively calls and meets with TD Bank customers and prospects with the goal to deepen customer relationships, assist with customer service issues, and identify customer financial needs* Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD Wealth businesses and affiliates* Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and compliance with all of TD Wealth's policies and procedures* Recommends and provides direct sales and fulfillment of insurance and annuity solutions, where suitable* Able to provide TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance products* Able to provide sales training on annuity and insurance offerings for TD Bank licensed insurance agents* Maintains on-going relationships with insurance and annuity clients and refers to TD Wealth businesses and affiliates based on customer wants and needs* Responsible for all aspects of insurance and annuity business in their region, including sales and renewal process, application intake, delivery, and other servicing needs* Maintains close relationship with Insurance Companies to achieve excellent customer service* Develops detailed understanding of products and services offered within TD Wealth businesses and affiliates in order to make appropriate referrals for each customer* Maintains expert knowledge of the annuity and insurance products, local market, competitive offers, economic and regulatory trends* Responsible for accurate and complete reporting, as required by management* Meets regularly with Retail Bank employees to educate on annuity and insurance products and offerings from TD Wealth businesses and affiliates* Bachelor's Degree strongly preferred* 1+ years of relevant work experience or college degree* SIE required* Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule* Self-directed, with strong ability to plan own activities to achieve sales and referral goals* General understanding of wealth products and services* Strong verbal and written communication skills* Strong organizational and time management skills* Ability to travel to our FA training class upon obtaining all required licenses and registration* Ability to commute to assigned office for in-person training & studying five days a week* Understands and supports the Bank's Customer Service Strategy* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders* Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity* Models quality service delivery at every interaction* Leads and contributes to the ongoing improvement of the partner / Customer experience* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience* Participates fully as a member of the team and contribute to a positive work environment* May provide leadership, training, and guidance to other team members* Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest* Actively shares information and knowledge, and proactively learn from the expertise of other* This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.* Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to *investigate* the good character, business reputation, qualifications and experience of an applicant for registration *before* applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to *verify* the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.* Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.* Domestic Travel – Frequent* International Travel – Never* Performing sedentary work – Continuous* Performing multiple tasks – Continuous* Operating standard office equipment - Continuous* Responding quickly to sounds – Occasional* Sitting – Continuous* Standing – Occasional* Walking – Occasional* Moving safely in confined spaces – Occasional* Lifting/Carrying (under 25 lbs.) – Occasional* Lifting/Carrying (over 25 lbs.) – Never* Squatting – Occasional* Bending – Occasional* Kneeling – Never* Crawling – Never* Climbing – Never* Reaching overhead – Never* Reaching forward – Occasional* Pushing – Never* Pulling – Never* Twisting – Never* Concentrating for long periods of time – Continuous* Applying common sense to deal with problems involving standardized situations – Continuous* Reading, writing and comprehending instructions – Continuous* Adding, subtracting, multiplying and dividing – Continuous**Additional Information:** We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development****Training & Onboarding** We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. **Interview Process** We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.|**Nos valeurs**À la TD, nous avons pour objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues, et nous avons en commun un ensemble de valeurs qui façonnent notre culture et guident nos comportements. En échange de l’engagement quotidien de nos collègues à aider la TD à réussir, #J-18808-Ljbffr TD Bank