Wealth Advisor: Build Client-Focused Financial Plans

TD Bank Group; Pennsylvania; On-site; USD 54,000 - 108,000; Full time

Benefits offered by this job

Total Rewards Package

Colleague development and training

Job summary

TD Bank Group is seeking a Financial Advisor at multiple levels for the Flourtown, PA area. The program spans three years with a forgivable draw, focusing on financial planning and investment solutions for TD Wealth clients.

Strong client service, relationship building, and adherence to regulatory requirements are essential as you work toward annual wallet share growth. You will assist clients with asset accumulation, preservation, growth, and protection, while attaining defined sales goals and

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain within licensing schedule.
• Self-directed with strong planning to achieve sales/referral goals.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Deliver excellent client service and build TD Wealth relationships.
• Meet quarterly and annual sales goals and deepen wallet share.
• Conduct Annual Client Reviews (ACR) with proactive outreach.
• Coordinate with TD Wealth and Retail partners as needed.

Skills

Client relationship building

Wealth advisory

Sales goals achievement

Communication skills

Travel willingness

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Bank Group is seeking a Financial Advisor at multiple levels for the Flourtown, PA area. The program spans three years with a forgivable draw, focusing on financial planning and investment solutions for TD Wealth clients.

Strong client service, relationship building, and adherence to regulatory requirements are essential as you work toward annual wallet share growth. You will assist clients with asset accumulation, preservation, growth, and protection, while attaining defined sales goals and