Wealth Advisor Associate – Client-Focused Growth

TD Bank

Pennsylvania

On-site

USD 61,880 - 92,560

Full time

14 days+

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Job summary

TD Bank in Newtown, PA seeks a Financial Advisor Associate to address wealth management advisory needs for TD Wealth prospects and clients. You will analyze financial information, educate clients on investment and insurance strategies, and tailor recommendations to meet financial goals.

Responsibilities include onboarding clients, conducting annual reviews, and mentoring Retail staff to identify referrals. SIE & Series 7 required; Series 66 or equivalent preferred; travel within the market may

Qualifications

Bachelor's degree strongly preferred.
1+ years of relevant work experience in financial services.
SIE & Series 7 required; Series 66 (or equivalent) or the ability to obtain within the licensing schedule.
L&H and Series 66 licensing or equivalent within schedule.

Responsibilities

Serve as the primary relationship manager for TD Wealth clients.
Analyze client financial information and goals to tailor investment and insurance strategies.
Educate clients on wealth management strategies and products.
Onboard new clients and complete financial needs analysis and onboarding documents.
Maintain ongoing client contact and conduct Annual Client Reviews.
Educate Retail staff to identify referral prospects and collaborate with partners.