Financial Advisor- Scotch Plains, NJ

1 Month ago

Fanwood, New Jersey, United States

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Job Description

The job is for a Transitional Financial Advisor at TD Wealth in Scotch Plains, NJ, with a salary range of $100,000. The role involves selling investment management solutions and providing financial planning guidance to Mass Affluent clients. Responsibilities include client service, relationship development, goal-based advice, lead generation, meeting sales goals, and ensuring clients receive a comprehensive planning experience. The advisor must prioritize tasks, work in a fast-paced environment, and collaborate with internal partners to maximize client satisfaction and profitability.

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