Wealth Advisor Associate - Client-Focused Guidance

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

Job summary

TD Bank, N.A. — TD Wealth seeks a highly capable Wealth Advisor to serve as primary relationship manager for affluent clients. You will analyze financial information, propose tailored investment and insurance solutions, and educate clients on long-term wealth planning.

You’ll build and manage client relationships, meet quarterly targets, and collaborate with internal partners to deliver comprehensive wealth management services. Travel within the assigned market is expected.

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in financial services.
• SIE & Series 7 required.
• L&H and Series 66 or equivalent licensing.
• Strong verbal and written communication skills.
• Ability to travel within assigned market five days a week.

Responsibilities

• Serve as primary relationship manager and financial advisor for TD Wealth clients.
• Educate and advise clients on investment and insurance strategies.
• Build a client base through acquisition and referrals.
• Ensure onboarding and annual client reviews are completed.
• Collaborate with Retail staff and partners across TD Wealth.
• Comply with regulatory requirements and internal policies.

Skills

Interpersonal skills

Client advisory

Sales & referrals

Education

Bachelor's degree

SIE & Series 7

L&H and Series 66 licensing

Tools

Salesforce

Money Guide Pro

Job description

TD Bank, N.A. — TD Wealth seeks a highly capable Wealth Advisor to serve as primary relationship manager for affluent clients. You will analyze financial information, propose tailored investment and insurance solutions, and educate clients on long-term wealth planning.

You’ll build and manage client relationships, meet quarterly targets, and collaborate with internal partners to deliver comprehensive wealth management services. Travel within the assigned market is expected.