Wealth Advisor Associate

TD; Springfield (MA); On-site; USD 62,000 - 93,000; Full time

Job summary

TD Wealth seeks a Financial Advisor in Springfield, MA to serve as the primary relationship manager for TD Wealth clients, delivering objective wealth management guidance. You will analyze client financials, educate on investment and insurance options, and tailor strategies to meet long-term goals.

You will collaborate with retail staff, leverage Salesforce and Money Guide Pro, and drive growth while ensuring compliance with applicable regulations and firm policies.

Qualifications

• Bachelor's degree preferred or equivalent experience in finance.
• 1+ years of relevant work experience in financial services.
• SIE and Series 7 are required for this role.
• L&H and Series 66 (or equivalent) licensing or ability to obtain.
• Willingness and ability to travel within the assigned market.

Responsibilities

• Act as primary relationship manager and financial advisor for clients in TD Wealth.
• Develop and maintain client relationships and address wealth management needs.
• Educate clients on investment and insurance strategies and products.
• Meet quarterly and annual objectives and expand client wallet share.
• Proficient with Salesforce and Money Guide Pro to track engagement and advise clients.

Skills

Relationship management

Consultative selling

Strong communication

Time management

Client education

Education

Bachelor's degree preferred

1+ years financial services experience

SIE & Series 7 required

L&H and Series 66 or equivalent

Willingness to travel

Job description

TD Wealth seeks a Financial Advisor in Springfield, MA to serve as the primary relationship manager for TD Wealth clients, delivering objective wealth management guidance. You will analyze client financials, educate on investment and insurance options, and tailor strategies to meet long-term goals.

You will collaborate with retail staff, leverage Salesforce and Money Guide Pro, and drive growth while ensuring compliance with applicable regulations and firm policies.