Wealth Advisor Associate — Client-Focused Planning

TD Bank Group (TD); United States; On-site; USD 61,880 - 92,560; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Job summary

TD Bank Group (TD) is seeking a Financial Advisor to join its TD Wealth team in Springfield, Massachusetts. The role involves managing client relationships, providing tailored investment strategies, and addressing clients' wealth management needs.

The ideal candidate will have strong interpersonal skills, a bachelor's degree, and relevant licenses (SIE & Series 7). This position offers opportunities for growth and emphasizes building trusted client relationships.

Qualifications

• Strong ability to develop client relationships.
• 1+ years in financial services or completion of FA Trainee program.
• Self-directed with a strong planning ability.

Responsibilities

• Manage relationships with TD Wealth clients.
• Analyze client financial information and provide tailored advice.
• Educate clients on investment and insurance strategies.

Skills

Interpersonal skills

Financial analysis

Client relationship management

Salesforce

Consultative sales experience

Education

Bachelor’s degree

SIE & Series 7

L&H & Series 66 (or equivalent)

Tools

SalesForce

Money Guide Pro

Job description

TD Bank Group (TD) is seeking a Financial Advisor to join its TD Wealth team in Springfield, Massachusetts. The role involves managing client relationships, providing tailored investment strategies, and addressing clients' wealth management needs.

The ideal candidate will have strong interpersonal skills, a bachelor's degree, and relevant licenses (SIE & Series 7). This position offers opportunities for growth and emphasizes building trusted client relationships.