Wealth Advisor Associate — Grow Client Wealth

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

Job summary

TD Wealth in Bristol, CT seeks a Client Advisor to attract and retain clients by addressing wealth management advisory needs and delivering tailored investment and insurance strategies. You will meet with prospects and clients to analyze financial information, educate on strategies, and provide ongoing guidance within a fiduciary framework.

The role emphasizes building a strong client base, maintaining regular reviews, and collaborating with TD partners to drive growth while following regulatory

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in the financial services industry.
• SIE & Series 7 required.
• L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule.
• Ability to travel within assigned market five days a week.
• Consultative sales experience required.
• Understanding of wealth management products and services.

Responsibilities

• Serve as the primary relationship manager and financial advisor for TD Wealth clients.
• Develop and manage client relationships and advise on wealth strategies.
• Educate clients and prospects on investment and insurance options.
• Collaborate with retail staff and partners to identify opportunities.
• Ensure regulatory compliance in all activities.
• Meet quarterly and annual client objectives.

Skills

Consultative sales

Strong communication

Relationship building

Travel

Self-directed

Time management

Organizational skills

Education

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 readiness

Ability to travel within assigned market five days a week

Understanding of wealth management products and services

Job description

TD Wealth in Bristol, CT seeks a Client Advisor to attract and retain clients by addressing wealth management advisory needs and delivering tailored investment and insurance strategies. You will meet with prospects and clients to analyze financial information, educate on strategies, and provide ongoing guidance within a fiduciary framework.

The role emphasizes building a strong client base, maintaining regular reviews, and collaborating with TD partners to drive growth while following regulatory