Wealth Advisor (3-Year Growth Track)

TD; Great Falls (VA); On-site; USD 79,000 - 118,000; Full time

Job summary

TD Wealth in Great Falls, Virginia seeks a Financial Advisor (FA) for a three-year program with a forgivable draw, serving TD Wealth clients with investment management guidance and comprehensive financial planning solutions.

You will review client goals, provide goals-based advice, onboard new clients, and build relationships to expand wealth management opportunities. Strong sales discipline and regulatory compliance are essential.

Qualifications

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

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service to maximize retention and growth.
• Conduct client discovery and needs analysis for goals-based advice.
• Meet quarterly and annual sales goals.
• Refer clients to TD Wealth partners as needed.

Skills

SIE

Series 7

Series 63

Series 66

Wealth products

Education

Bachelor's degree strongly preferred

Job description

TD Wealth in Great Falls, Virginia seeks a Financial Advisor (FA) for a three-year program with a forgivable draw, serving TD Wealth clients with investment management guidance and comprehensive financial planning solutions.

You will review client goals, provide goals-based advice, onboard new clients, and build relationships to expand wealth management opportunities. Strong sales discipline and regulatory compliance are essential.