Wealth Advisor - 3-Year Growth Program

TD; Arlington (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth seeks a Financial Advisor in Arlington, MA, a three-year program with a forgivable draw. You will service TD Wealth clients, deliver financial planning guidance, and recommend investment solutions to help clients achieve goals in asset accumulation, preservation, and growth.

The role emphasizes client onboarding, needs analysis, proactive client reviews, and cross-team collaboration to maximize wallet share and service excellence.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required, Series 66 or equivalent preferred/obtainable.

Responsibilities

• Serve as the primary point of contact for TD Wealth client relationships.
• Provide financial planning guidance and investment recommendations aligned to client goals.
• Meet quarterly and annual sales goals and deepen wallet share.
• Ensure compliant, customer-centric service and annual client reviews.

Skills

Financial advisory

Client relationship mgmt

Sales & planning

Communication

Education

Bachelor's degree strongly preferred

SIE and FINRA licenses required

Job description

TD Wealth seeks a Financial Advisor in Arlington, MA, a three-year program with a forgivable draw. You will service TD Wealth clients, deliver financial planning guidance, and recommend investment solutions to help clients achieve goals in asset accumulation, preservation, and growth.

The role emphasizes client onboarding, needs analysis, proactive client reviews, and cross-team collaboration to maximize wallet share and service excellence.