Financial Advisor Trainee-Dyker Heights, Brooklyn

Job Overview Work Location: Brooklyn, New York, États-Unis d'Amérique Hours: 40 hours per week Pay Details: $57,720 - $86,320 USD per year. Compensation may vary based on skills, experience, location, and business needs. Candidates may discuss specifics with recruiters. Line Of Business: Gestion de patrimoine TD Job Description: The Financial Advisor Trainee (FA Trainee) role is a transitional position designed to equip you with the skills needed to become a Financial Advisor Associate (FAA). After completing the program, you will transition to an FAA role where you will attract and retain clients, assess their financial needs, advise on investment and insurance strategies, and provide ongoing financial planning and account servicing. Depth & Scope Obtain requisite skills to qualify for FAA within specified timeframe. Proactively call and meet with TD Bank customers and prospects to deepen relationships and identify financial needs. Use financial needs assessment tools to identify annuity and insurance sales opportunities and referral prospects to TD Wealth businesses. Comply with insurance agency requirements, policies, and procedures for annuity and insurance sales. Recommend and provide direct sales and fulfillment of suitable insurance and annuity solutions. Educate TD Bank employees on wealth products & services, including training on annuities and insurance products. Provide sales training on annuity and insurance offerings for TD Bank licensed insurance agents. Maintain ongoing relationships with insurance and annuity clients and refer to TD Wealth businesses based on customer needs. Handle all aspects of insurance and annuity business: sales, renewal, application intake, delivery, and servicing. Maintain close relationships with insurance companies to achieve excellent customer service. Develop detailed understanding of products and services offered within TD Wealth businesses to make appropriate referrals. Maintain expert knowledge of annuity and insurance products, local market, competitive offers, and regulatory trends. Ensure accurate reporting as required by management. Meet regularly with Retail Bank employees to educate on annuity and insurance products and offerings. Education & Experience Bachelor's Degree strongly preferred. Mandarin or Cantonese language preferred. 1+ years of relevant work experience or college degree. Registered with SIE required. Ability to obtain Life & Health, Series 7, and Series 66 (or equivalent) within licensing schedule. Self-directed with strong ability to plan 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. Willingness to travel for training sessions after licensing. Ability to commute to assigned office for in‑person training and studying five days a week. Customer Accountabilities Understand and support the Bank’s Customer Service Strategy. Consider impact of decisions on TD, its customers, and stakeholders. Provide highest level of customer service to internal partners and customers. Model quality service delivery in all interactions. Lead and contribute to ongoing improvement of partner/customer experience. Employee/Team Accountabilities Engage in fostering an inclusive culture that reflects TD’s diversity agenda. Participate fully as a team member and contribute to a positive work environment. Provide leadership, training, and guidance to other team members. Ensure ongoing communication with the team on project status and issues. Share information and knowledge proactively and learn from others. Physical Requirements 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 – continuous. Applying common sense to standardized situations – continuous. Reading, writing and comprehending instructions – continuous. Adding, subtracting, multiplying and dividing – continuous. EEO Statement TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you need accommodations in the application process, contact the TD Bank Workplace Accommodations Program. #J-18808-Ljbffr TD