Wealth Advisor Associate — Client-Focused Growth

TD

Great Falls (VA)

On-site

USD 67,000 - 99,000

Full time

42 hours ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

TD Wealth seeks an advisor to attract and retain clients by addressing wealth management needs, analyzing financial information, and recommending tailored investment and insurance strategies and products. You will educate and advise clients, maintain ongoing relationships, and collaborate with Retail Store staff to identify referral opportunities.

The role requires licensing and travel within the assigned market, with a strong emphasis on compliance.

Qualifications

Bachelor's degree strongly preferred.
1+ years of relevant work experience in financial services.
SIE & Series 7 required; Series 66 or equivalent preferred.
Licensing must be in good standing and up-to-date.
Strong verbal and written communication and organization skills.
Ability to travel within the assigned market five days a week.

Responsibilities

Serve as the primary adviser for TD Wealth clients with advisory needs.
Develop and manage client relationships and provide tailored financial guidance.
Educate prospects and clients on investment and insurance strategies.
Meet quarterly and annual objectives while documenting activity in CRM.
Collaborate with partners across TD to generate referrals and opportunities.
Ensure compliance with regulations, policies, and licensing requirements.