Wealth Advisor – 3-Year Client Planning Program

TD Bank; Town of Florida (NY); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank in Coral Gables, Florida is seeking candidates for the Financial Advisor (FA) program. The three-year program provides a forgivable draw and focuses on delivering financial planning guidance and investment management solutions to TD Wealth clients.

The FA will build client relationships, conduct needs analysis, coordinate with a servicing team, and aim to achieve annual sales goals while ensuring compliance with regulations.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Develop and deepen client relationships to grow assets under management.
• Execute onboarding and annual reviews with clients and maintain compliant records.
• Collaborate with TD Wealth partners to deliver comprehensive solutions.
• Assist in meeting quarterly and annual sales goals.

Skills

Client relationship

Financial planning

Sales & targets

Education

Bachelor's degree strongly preferred

Tools

SIE

Series 7

Series 63

Job description

TD Bank in Coral Gables, Florida is seeking candidates for the Financial Advisor (FA) program. The three-year program provides a forgivable draw and focuses on delivering financial planning guidance and investment management solutions to TD Wealth clients.

The FA will build client relationships, conduct needs analysis, coordinate with a servicing team, and aim to achieve annual sales goals while ensuring compliance with regulations.