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Utilizing bank tools and processes to detect, address and prevent fraud. TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relati

Financial Solutions Advisor - Westchester / Bronx Market. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Lateral-US/job/New-Rochelle/

Work Location: Hicksville, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a planning experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for TD Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * 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 verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Strong understanding of wealth management business development techniques * Strong understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Demonstrated ability to establish relationships and partner effectively with other departments * Proven ability to achieve sales goals Customer Accountabilities: * 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 Employee/Team Accountabilities: * 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 OCC Language: * 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. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * 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.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * 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 The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more () 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 If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 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. Accommodation 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 are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Overview: Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. Primary Responsibilities : * Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. * Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. * Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. * Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community * Conducts interviews and selects employees based on staffing model. * Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. * Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. * Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. * Engages with all team members and business partners as appropriate. * Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. * Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. * Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. * Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. * Completes other related duties as assigned. * Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Scope of Responsibilities: This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. Supervisory/ Managerial Responsibilities: Branch Managers generally have direct reporting responsibility for branch staff. Education and Experience Required: Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. Education and Experience Preferred: Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $75,900.00 - $126,500.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Greenvale, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Together, we are reimagining what banking can be for our clients, colleagues and communities. TD Bank is an equal opportunity employer.

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

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