Wealth Advisor – 3-Year Program (Investments & Planning)

TD; Medford (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Medford, NY, to provide financial planning guidance and investment management solutions. The role focuses on servicing TD Wealth clients, building lasting relationships, and achieving quarterly sales goals in a regulated, client-centric environment.

The program is a three-year path with a forgivable draw, requiring SIE, Series 7, and Series 63 (or equivalent) licensing, with potential progression and ongoing training within TD Bank's wealth services.

Qualifications

• Experience selling investments and providing financial plans.
• Customer-centric service to maximize retention and growth.
• Ability to onboard new clients with discovery and needs analysis.
• Strong knowledge of wealth products and services.
• Willingness to travel within the assigned market five days a week.

Responsibilities

• Serve as the central point of contact for TD Wealth clients.
• Meet quarterly and annual sales goals.
• Develop relationships with TD Bank, Retail and Wealth partners.
• Provide ongoing coaching and wealth referrals to staff.
• Ensure compliance with OCC, SEC, and state regulations.

Skills

Investment sales

Financial planning

Client relationships

Regulatory compliance

Sales goals

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth is seeking a Financial Advisor in Medford, NY, to provide financial planning guidance and investment management solutions. The role focuses on servicing TD Wealth clients, building lasting relationships, and achieving quarterly sales goals in a regulated, client-centric environment.

The program is a three-year path with a forgivable draw, requiring SIE, Series 7, and Series 63 (or equivalent) licensing, with potential progression and ongoing training within TD Bank's wealth services.