Wealth Advisor Associate: Grow Client Relationships

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

Job summary

TD Bank, N.A. is seeking a Wealth Advisor in Springfield, MA to attract and retain clients by delivering tailored wealth management advice.

You will meet with prospects to analyze financial information and goals, educate clients on investment and insurance strategies, and build a strong client base through ongoing relationship management. The role requires licensure (SIE, Series 7, Series 66 or equivalent) and willingness to travel within the assigned market.

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) or ability to obtain within licensing schedule.
• Strong verbal and written communication skills.
• Willingness to travel within assigned market five days a week.
• Consultative sales experience required.
• Ability to collaborate with other departments.

Responsibilities

• Be the primary relationship manager for TD Wealth clients with a wealth advisory need.
• Develop and manage all aspects of the client's relationship with TD Wealth.
• Meet with prospects and clients to analyze financial information and goals.
• Educate and advise on investment and insurance strategies and products.
• Achieve quarterly and annual objectives.
• Utilize Salesforce and Money Guide Pro to track engagement and provide advice.
• Onboard new clients and conduct annual client reviews (ACR).
• Collaborate with Retail, Small Business, and other partners as needed.

Skills

Interpersonal skills

Sales experience

Consultative sales

Communication skills

Relationship building

Time management

Education

Bachelor's degree

SIE & Series 7

Series 66 or equivalent

Tools

Salesforce

Money Guide Pro

Job description

TD Bank, N.A. is seeking a Wealth Advisor in Springfield, MA to attract and retain clients by delivering tailored wealth management advice.

You will meet with prospects to analyze financial information and goals, educate clients on investment and insurance strategies, and build a strong client base through ongoing relationship management. The role requires licensure (SIE, Series 7, Series 66 or equivalent) and willingness to travel within the assigned market.