Wealth Advisor: Build Client Wealth & Growth

TD Bank Group; New York (NY); On-site; USD 62,000 - 108,000; Full time

Job summary

The Financial Advisor (FA) role at TD Bank Group is a three-year program with a forgivable draw for financial advisors who will provide financial planning guidance and sell investment management solutions within TD Wealth. A FA will leverage experience to service TD Wealth clients by reviewing goals and recommending aligned investments to help clients grow, preserve, and protect wealth.

The position requires licensing including SIE, Series 7, Series 63 (and L&H/Series 66 or equivalent) and a

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or the ability to obtain all within licensing and registration schedule.

Responsibilities

• Provide financial planning guidance and investment management recommendations.
• Review client goals and create goals-based advice.
• Serve as primary contact to TD Wealth clients and collaborate with other TD partners to grow wallet share.

Skills

SIE

Series 7

Series 63

Series 66 or equivalent

Education

Bachelor's degree

Job description

The Financial Advisor (FA) role at TD Bank Group is a three-year program with a forgivable draw for financial advisors who will provide financial planning guidance and sell investment management solutions within TD Wealth. A FA will leverage experience to service TD Wealth clients by reviewing goals and recommending aligned investments to help clients grow, preserve, and protect wealth.

The position requires licensing including SIE, Series 7, Series 63 (and L&H/Series 66 or equivalent) and a