Wealth Advisor Associate: Grow Client Relationships

TD Bank, N.A.; Montgomeryville (Montgomery County); On-site; USD 62,000 - 93,000; Full time

Job summary

TD Bank, N.A. is seeking a Financial Advisor Associate (FAA) within TD Wealth to manage client relationships and provide objective wealth guidance. You will analyze clients’ finances, educate on investment and insurance options, and tailor strategies to meet long-term goals.

The role emphasizes proactive engagement, onboarding, and annual reviews, with required licenses and a willingness to travel within the assigned market to meet clients.

Qualifications

• Broad knowledge of wealth products and services.
• Strong ability to inform, educate and advise clients on wealth needs.
• Experience in financial services and client advisory roles.

Responsibilities

• Develops and manages client relationships to address wealth management needs.
• Educates prospects and clients on investment and insurance strategies.
• Documents client onboarding and conducts annual reviews to update plans.
• Collaborates with Retail and Small Business staff to generate referrals.
• Maintains compliance with regulatory requirements and internal policies.

Skills

Financial analysis

Wealth products

Client relationship

Sales & referrals

Strong communication

Education

Bachelor's degree

Tools

Salesforce

Money Guide Pro

Job description

TD Bank, N.A. is seeking a Financial Advisor Associate (FAA) within TD Wealth to manage client relationships and provide objective wealth guidance. You will analyze clients’ finances, educate on investment and insurance options, and tailor strategies to meet long-term goals.

The role emphasizes proactive engagement, onboarding, and annual reviews, with required licenses and a willingness to travel within the assigned market to meet clients.