Wealth Advisor - 3-Year Growth Program

TD Bank; Miami Beach (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank in Miami Beach, Florida is seeking a Financial Advisor for a three-year program designed to provide financial planning guidance and investment management solutions. You will serve as the central point of contact for TD Wealth clients, delivering onboarding, needs analysis, and tailored recommendations.

The role emphasizes client service, goal-based advice, and maintaining regulatory compliance while meeting quarterly and annual sales goals.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7 and Series 63 required.
• L&H and Series 66 licensing or ability to obtain.
• Strong communication and organizational skills.

Responsibilities

• Sell investments and provide financial planning guidance to clients.
• Deliver onboarding, needs analysis, and goal-based advice.
• Maintain regulatory compliance and documentation for all clients.
• Meet quarterly and annual sales goals; deepen wallet share.

Skills

Wealth management

Sales/referral skills

Client service

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank in Miami Beach, Florida is seeking a Financial Advisor for a three-year program designed to provide financial planning guidance and investment management solutions. You will serve as the central point of contact for TD Wealth clients, delivering onboarding, needs analysis, and tailored recommendations.

The role emphasizes client service, goal-based advice, and maintaining regulatory compliance while meeting quarterly and annual sales goals.