Financial Advisor – Wealth Planning & Growth

TD Bank, N.A.; Union City (NJ); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Bank, N.A. in Union City, NJ is seeking a Financial Advisor for a three-year program with a forgivable draw to deliver financial planning guidance and investment solutions.

You will review goals and provide goal-based recommendations while servicing TD Wealth clients and expanding wallet share. The role requires Series 7/63 and SIE licensing; offers comprehensive onboarding, ongoing coaching, and relationships with TD Wealth partners.

Qualifications

• Bachelor’s degree strongly preferred with 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63 required; L&H and Series 66 or equivalent.

Responsibilities

• Provide financial planning guidance and selling investment management solutions.
• Review financial goals and provide goals-based advice to TD Wealth clients.
• Act as central point of contact to service client relationships and grow wallet share.
• Partner with TD Wealth and affiliates to deliver tailored wealth solutions.

Education

Bachelor’s degree strongly preferred; 2+ years of providing advice, planning and investment sales; SIE, Series 7, Series 63 required; L&H and Series 66 (or equivalent) licensing

Job description

TD Bank, N.A. in Union City, NJ is seeking a Financial Advisor for a three-year program with a forgivable draw to deliver financial planning guidance and investment solutions.

You will review goals and provide goal-based recommendations while servicing TD Wealth clients and expanding wallet share. The role requires Series 7/63 and SIE licensing; offers comprehensive onboarding, ongoing coaching, and relationships with TD Wealth partners.