Wealth Advisor Associate: Build Clients & Wealth

TD; Bear (DE); On-site; USD 62,000 - 93,000; Full time

Job summary

TD Wealth seeks a Financial Advisor Associate (FAA) in Bear, Delaware to attract and retain clients by addressing wealth management needs. You will analyze clients’ financial information, educate on investment and insurance strategies, and tailor solutions to meet long-term goals.

Strong relationship-building and communication skills are essential. The FAA will work within TD Wealth, meeting prospects and clients, and coordinating with Retail Store staff to expand the client base while ensuring

Qualifications

• Bachelor’s degree strongly preferred.
• 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program.
• SIE & Series 7 required.
• L&H and Series 66 (or equivalent) or the ability to obtain all within Licensing and Registration Schedule.
• Self-directed, with strong ability to plan own activities to achieve sales and referral goals.
• Comprehensive understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market five days a week.
• Ability to commute within assigned territory.
• Understanding of wealth management business development techniques.
• Understanding and experience interacting with retail and small business banking clients.
• Consultative sales experience required.
• Ability to establish relationships and partner effectively with other departments.

Responsibilities

• Serve as the primary relationship manager and financial advisor for TD Wealth clients with a wealth management advisory need.
• Develop, maintain and manage all aspects of the client’s relationship with TD Wealth.
• Work with prospects to attract and develop clients and address their wealth management advisory needs.
• Analyze client financial information and determine appropriate investment and insurance strategies.
• Meet quarterly and annual objectives.
• Proficient in Salesforce, Money Guide Pro and other software to track engagement and provide advice.
• Ensure comprehensive onboarding including client discovery and needs analysis.

Skills

Consultative sales experience

Strong verbal & written communication

Relationship building

Time management

Organizational skills

Education

Bachelor’s degree strongly preferred

SIE & Series 7 required

L&H and Series 66 or equivalent

FAA Trainee program or related degree

Tools

SalesForce

Money Guide Pro

Job description

TD Wealth seeks a Financial Advisor Associate (FAA) in Bear, Delaware to attract and retain clients by addressing wealth management needs. You will analyze clients’ financial information, educate on investment and insurance strategies, and tailor solutions to meet long-term goals.

Strong relationship-building and communication skills are essential. The FAA will work within TD Wealth, meeting prospects and clients, and coordinating with Retail Store staff to expand the client base while ensuring