Wealth Advisor Associate - Build Client Wealth & Plans

TD Bank; Hartford (CT); On-site; USD 61,880 - 92,560; Full time

Job summary

TD Bank Hartford is seeking a Financial Advisor Associate to attract and retain clients by addressing wealth management needs. You will analyze client financials, educate on investment and insurance strategies, and tailor solutions to meet long‑term goals.

The role requires SIE & Series 7, strong communication, and the ability to travel within the market. You will collaborate with TD Wealth partners to onboard clients and conduct regular reviews.

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in financial services.
• SIE & Series 7 required; Series 66 or equivalent is a plus.

Responsibilities

• Develops, maintains and manages all aspects of the client’s relationship with TD Wealth.
• Analyzes client financial information and recommends personalized investment and insurance strategies.
• Meets quarterly and annual objectives and coaches staff on wealth advisory practices.

Education

SIE & Series 7 required

Tools

Salesforce

Money Guide Pro

Job description

TD Bank Hartford is seeking a Financial Advisor Associate to attract and retain clients by addressing wealth management needs. You will analyze client financials, educate on investment and insurance strategies, and tailor solutions to meet long‑term goals.

The role requires SIE & Series 7, strong communication, and the ability to travel within the market. You will collaborate with TD Wealth partners to onboard clients and conduct regular reviews.