Financial Advisor: Build Wealth & Growth Path

TD; Boca Raton (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Boca Raton, FL. The role supports TD Wealth clients with financial planning and investment solutions, serving as the central contact to grow wallet share and meet client goals.

The position is part of a three-year program with a forgiving draw; candidates will review goals, perform needs analyses, and connect clients with centralized servicing as needed.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain within Licensing and Registration Schedule.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Deliver legendary customer service at every interaction to maximize retention and growth.
• Complete onboarding and discovery with new clients and set up annual reviews.

Skills

Investment sales

Financial planning

Client service

Lead generation

Regulatory compliance

Education

Bachelor’s degree strongly preferred

SIE

Series 7

Series 63

Series 66 or equivalent licensing

Job description

TD Wealth is seeking a Financial Advisor in Boca Raton, FL. The role supports TD Wealth clients with financial planning and investment solutions, serving as the central contact to grow wallet share and meet client goals.

The position is part of a three-year program with a forgiving draw; candidates will review goals, perform needs analyses, and connect clients with centralized servicing as needed.