Strategic Wealth Advisor

TD Bank; Lexington (MA); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Health and well-being benefits

Retirement programs

Paid time off

Job summary

TD Bank in Lexington, Massachusetts, is seeking a Financial Advisor to join their Wealth Management team. This role involves providing comprehensive financial planning and investment management solutions for clients, ensuring exceptional service and satisfaction while achieving sales goals.

The ideal candidate will have a strong sales background, 2+ years of advisory experience, and relevant qualifications including Series 7 and 63. Competitive compensation and career development opportunities are offered, alongside a collaborative team culture.

Qualifications

• 2+ years of experience in financial advising or planning.
• Strong verbal and written communication abilities.
• Ability to travel within assigned market.

Responsibilities

• Provide financial planning guidance and investment management solutions.
• Manage client relationships to maximize retention and growth.
• Conduct annual client reviews and identify client needs.

Skills

Customer-centric service

Investment management

Sales skills

Communication skills

Organizational skills

Education

Bachelor's degree

SIE, Series 7, Series 63

L&H and Series 66 (or equivalent)

Job description

TD Bank in Lexington, Massachusetts, is seeking a Financial Advisor to join their Wealth Management team. This role involves providing comprehensive financial planning and investment management solutions for clients, ensuring exceptional service and satisfaction while achieving sales goals.

The ideal candidate will have a strong sales background, 2+ years of advisory experience, and relevant qualifications including Series 7 and 63. Competitive compensation and career development opportunities are offered, alongside a collaborative team culture.