On-Site Wealth Advisor — Client-Centric Growth

TD Bank; Pennsylvania; On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Competitive salary

Health and well-being benefits

Career development opportunities

Job summary

TD Bank is looking for a Financial Advisor in Langhorne, PA. In this role, you'll deliver financial planning guidance and develop client relationships to meet investment goals.

The ideal candidate will have a Bachelor’s degree, relevant certifications, and experience in financial planning. You will engage with clients to help achieve their wealth management objectives, ensuring an exceptional customer experience.

Compensation ranges between $72,280 and $108,160 per year, along with comprehensive benefits.

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.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Serve as the primary point of contact for TD Wealth client relationships.
• Conduct Annual Client Review meetings focused on clients' wealth needs.

Skills

Customer-centric service

Consultative sales experience

Relationship management

Time management skills

Education

Bachelor's degree

Tools

Financial planning software

Job description

TD Bank is looking for a Financial Advisor in Langhorne, PA. In this role, you'll deliver financial planning guidance and develop client relationships to meet investment goals.

The ideal candidate will have a Bachelor’s degree, relevant certifications, and experience in financial planning. You will engage with clients to help achieve their wealth management objectives, ensuring an exceptional customer experience.

Compensation ranges between $72,280 and $108,160 per year, along with comprehensive benefits.