Unknown Company

Senior Wealth Lending Strategist

melville, ny • Posted 2 weeks ago
Onsite Full Time Finance

TD Wealth in Melville, NY seeks a Senior Wealth Lending Advisor to lead securities based lending initiatives for RIAs, TD Ameritrade Institutional and retail channels. You will grow loan originations, manage complex client relationships, and collaborate across TD Wealth teams to deliver tailored private banking solutions.

You will mentor WLAs, ensure regulatory compliance, and participate in cross‑border and multi‑state coverage while maintaining superior client service for high-net-worth

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Senior Wealth Lending Strategist in melville at Unknown Company

This position is listed as full time and onsite.

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