Wealth Advisor Associate

TD Bank, N.A.; Newtown Township (Delaware County); On-site; USD 62,000 - 93,000; Full time

Benefits offered by this job

Growth opportunities

Training program

Competitive benefits

Job summary

TD Bank, N.A. seeks a Wealth Advisor in Newtown, PA to attract and retain clients by addressing their wealth management needs. You will analyze financial information, advise on investment and insurance strategies, and build lasting client relationships.

The role requires strong communication, the ability to educate clients, and collaboration with TD Wealth partners. Travel within the market and ongoing professional development are expected.

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in financial services.
• SIE & Series 7 required; Series 66 or the ability to obtain.
• Willingness to travel within the assigned market five days a week.

Responsibilities

• Attract and retain TD Wealth clients by addressing their advisory needs.
• Educate and advise clients on investment and insurance strategies and products.
• Maintain and grow client relationships through ongoing consultation and annual reviews.
• Educate Retail Store staff to identify referral prospects and opportunities across TD teams.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Client relationships

Wealth advisory

Salesforce

Financial analysis

Education

Bachelor's degree preferred

SIE & Series 7

Series 66

Job description

TD Bank, N.A. seeks a Wealth Advisor in Newtown, PA to attract and retain clients by addressing their wealth management needs. You will analyze financial information, advise on investment and insurance strategies, and build lasting client relationships.

The role requires strong communication, the ability to educate clients, and collaboration with TD Wealth partners. Travel within the market and ongoing professional development are expected.