Wealth Advisor: 3-Year Growth Program

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

Job summary

TD Bank in Greenfield, MA is seeking a Financial Advisor within TD Wealth. The program spans three years with a forgivable draw, serving as the central contact for clients, delivering financial planning guidance and investment solutions.

You will review goals, perform needs analyses, coordinate with servicing teams, and strive to grow wallet share while maintaining compliant practices. Requires SIE and Series licenses, bachelor's degree, and proven sales of investments.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Must obtain L&H and Series 66 (or equivalent) or have ability to obtain.
• Strong knowledge of wealth products and services.
• Excellent verbal and written communication; strong organization and time management.

Responsibilities

• Experience selling investments and providing financial plans.
• Deliver legendary service to maximize retention and growth.
• Ensure new clients receive a complete onboarding with discovery and needs analysis.
• Partner to promote lead generation.
• Meet quarterly and annual sales goals.
• Develop and maintain client relationships and provide wealth guidance.

Skills

SIE license

Series 7

Series 63

Series 66

Education

Bachelor's degree

Job description

TD Bank in Greenfield, MA is seeking a Financial Advisor within TD Wealth. The program spans three years with a forgivable draw, serving as the central contact for clients, delivering financial planning guidance and investment solutions.

You will review goals, perform needs analyses, coordinate with servicing teams, and strive to grow wallet share while maintaining compliant practices. Requires SIE and Series licenses, bachelor's degree, and proven sales of investments.