Private Client Investment Advisor II
TD
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Connecticut • New York • United States
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Salary
💰 $124,280 - $186,160 per year
About the role
- Partner with Relationship Manager to provide comprehensive investment services including sophisticated investment products to HNW clients
- Utilize technical investment expertise to provide comprehensive investment services and solutions
- Deliver comprehensive wealth management and investment advisory services to high-net-worth individuals and families
- Emphasize deepening existing client relationships through personalized planning, portfolio management, and ongoing advice
- Act as primary point of contact for legacy client relationships
- Use advanced knowledge of Investment Products to proactively introduce new investment ideas and solutions
Requirements
- 4-year degree required, MBA or advanced degree preferred
- Minimum of 10+ years financial services experience in a production capacity required
- Valid Series 7, 63 + 65 or 66
- Valid and active Life & Health insurance licenses
- Certified Financial Planner (CFP), preferred
- CIMA, CAIA or CFA designation preferred
- 5+ years' experience in asset allocation and portfolio construction preferred
- In-depth knowledge of investment concepts, industry and practices, including understanding of domestic and international financial markets
Benefits
- 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 opportunities
- Reward and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment productsportfolio managementasset allocationportfolio constructionfinancial marketsinvestment advisory serviceswealth managementfinancial services experience
Soft Skills
client relationship managementpersonalized planningcommunicationadvisory skills
Certifications
Series 7Series 63Series 65Series 66Life & Health insurance licensesCertified Financial Planner (CFP)CIMACAIACFA