Found Description
Responsibilities
- Build a client base of HNW & UHNW clients, families, and business owners.
- Develop comprehensive wealth management and investment strategies for clients based on their needs.
- Make recommendations to clients regarding portfolio construction, security selection, monitoring, and rebalancing.
- Act on a business plan focused on building client base and market share through prospecting, marketing, and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources.
- Develop and implement sales strategies to proactively attract, acquire, retain customers and referrals, and increase profitability and enable business growth.
- Take a OneTD approach by establishing beneficial relationships between clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutions.
Qualifications
- Undergraduate...