Wealth Advisor: Build Clients’ Financial Futures

Td Wealth Management; Delray Beach (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Delray Beach to provide financial planning guidance and investment management solutions. The role focuses on onboarding clients, developing wealth plans, and expanding wallet share while delivering exemplary service.

Candidates should have 2+ years of advisory experience, relevant licenses, and strong communication skills. Travel within the market and regulatory compliance are essential components of the role.

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 licensing (or ability to obtain)
• Strong communication, organizational and time management skills.
• Willingness to travel within assigned market five days a week.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Onboard new clients with discovery and needs analysis.
• Develop relationships to grow asset accumulation and wallet share.
• Partner with retail and wealth teams; promote referrals and collaboration.
• Maintain compliance with regulations and TD policies.
• Aim to achieve quarterly and annual sales goals.
• Conduct Annual Client Reviews with enhanced agenda focused on client wealth needs.

Skills

Communication skills

Sales experience

Wealth management knowledge

Time management

Relationship building

Education

Bachelor's degree strongly preferred

SIE, Series 7, Series 63 required

L&H and Series 66 licensing (or ability to obtain)

Job description

TD Wealth is seeking a Financial Advisor in Delray Beach to provide financial planning guidance and investment management solutions. The role focuses on onboarding clients, developing wealth plans, and expanding wallet share while delivering exemplary service.

Candidates should have 2+ years of advisory experience, relevant licenses, and strong communication skills. Travel within the market and regulatory compliance are essential components of the role.