NYC Wealth Advisor: Growth & Client Impact

TD; New York (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor to join a three-year program focused on financial planning and investment solutions for TD Wealth clients in New York. You will serve as the primary contact, delivering client service and building relationships to grow share of wallet while helping clients reach asset goals.

The role emphasizes onboarding, needs analysis, and collaboration with servicing teams to ensure a complete planning experience and regulatory compliance throughout the client

Qualifications

• Bachelor’s degree strongly preferred.
• Licensing: SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or the ability to obtain all within Licensing and Registration Schedule.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Deliver excellent client service and develop client relationships to increase share of wallet.
• Onboard new clients with comprehensive discovery, goals-based analysis, and documentation.

Skills

Client service

Relationship building

Sales skills

Communication

Education

Bachelor’s degree preferred

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Wealth is seeking a Financial Advisor to join a three-year program focused on financial planning and investment solutions for TD Wealth clients in New York. You will serve as the primary contact, delivering client service and building relationships to grow share of wallet while helping clients reach asset goals.

The role emphasizes onboarding, needs analysis, and collaboration with servicing teams to ensure a complete planning experience and regulatory compliance throughout the client