Wealth Advisor: 3-Year Growth Path

TD Bank Group; Yarmouth (ME); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group, through TD Wealth, seeks a Financial Advisor to provide financial planning guidance and investment management solutions for wealth clients in a fast-paced environment. The FA will build client relationships, review goals, and present suitable wealth solutions.

The role emphasizes onboarding, annual reviews, regulated activities, and collaboration with Retail and Wealth partners to achieve growth and exceptional client experience.

Qualifications

• 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 or ability to obtain within licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management.

Responsibilities

• Provide financial planning guidance and investment management solutions for TD Wealth clients.
• Serve as the central point of contact to deliver client service and grow wallet share.
• Achieve quarterly and annual sales goals.
• Onboard new clients with discovery, needs analysis and documentation.
• Promote lead generation and referrals to Retail and Wealth partners.

Skills

Customer-centric

Lead generation

Time management

Communication skills

Regulatory compliance

Education

Bachelor's degree

Job description

TD Bank Group, through TD Wealth, seeks a Financial Advisor to provide financial planning guidance and investment management solutions for wealth clients in a fast-paced environment. The FA will build client relationships, review goals, and present suitable wealth solutions.

The role emphasizes onboarding, annual reviews, regulated activities, and collaboration with Retail and Wealth partners to achieve growth and exceptional client experience.