Financial Advisor Trainee: Launch Your Wealth Career

TD; Massachusetts; On-site; USD 34,000 - 52,000; Full time

Job summary

TD is seeking a Financial Advisor Trainee in Bristol, MA to begin a structured pathway toward Financial Advisor Associate. You will meet clients, assess financial situations, and advise on investment and insurance solutions, while building a client base and working under a fiduciary standard.

Training covers products, compliance, and licensed advisory practices. The role emphasizes relationship-building, ongoing reviews, and collaboration with TD Wealth partners to grow a book of business.

Qualifications

• Bachelor's Degree strongly preferred
• 1+ years of relevant work experience or college degree
• SIE required
• Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule
• Self-directed with ability to plan activities to achieve sales and referral goals

Responsibilities

• Meet with prospects and clients to analyze financial information and goals
• Educate and advise on investment and insurance strategies and products
• Develop and maintain client relationships through ongoing consultation and reviews
• Educate Retail Store staff to identify referral prospects and opportunities

Skills

Relationship building

Communication

Financial analysis

Education

Bachelor's Degree strongly preferred

1+ years relevant experience

SIE required

Licensing: Life & Health, Series 7, Series 66 within schedule

Job description

TD is seeking a Financial Advisor Trainee in Bristol, MA to begin a structured pathway toward Financial Advisor Associate. You will meet clients, assess financial situations, and advise on investment and insurance solutions, while building a client base and working under a fiduciary standard.

Training covers products, compliance, and licensed advisory practices. The role emphasizes relationship-building, ongoing reviews, and collaboration with TD Wealth partners to grow a book of business.