Wealth Advisor Associate - Client Growth & Planning

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

Job summary

TD Bank, N.A. in Bristol, Connecticut, seeks a Wealth Advisor within TD Wealth to attract and retain clients by analyzing financial information, goals, and risk tolerance, and by recommending personalized investment and insurance strategies.

You will meet with prospects, provide fiduciary financial advice, build relationships, educate clients, and coordinate onboarding using Salesforce and Money Guide Pro; some travel within the territory may be required.

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in financial services.
• SIE and Series 7 required, Series 66 or equivalent or ability to obtain.

Responsibilities

• Meets with prospects and clients to analyze financial information, including income, cash flow, assets and liabilities.
• Advises clients on investment and insurance strategies and products to meet financial objectives.
• Builds and maintains client relationships through ongoing consultation, advice and annual reviews.
• Educates and coaches staff to identify referral opportunities and expands client base.

Skills

Wealth planning

Client relationship

Financial analysis

Education & guidance

Education

Bachelor's degree strongly preferred

1+ years of relevant work experience in financial services

SIE & Series 7 required

Series 66 (or equivalent) or ability to obtain

Strong communication and relationship-building

Tools

Salesforce

Money Guide Pro

Job description

TD Bank, N.A. in Bristol, Connecticut, seeks a Wealth Advisor within TD Wealth to attract and retain clients by analyzing financial information, goals, and risk tolerance, and by recommending personalized investment and insurance strategies.

You will meet with prospects, provide fiduciary financial advice, build relationships, educate clients, and coordinate onboarding using Salesforce and Money Guide Pro; some travel within the territory may be required.