Wealth Advisor: Build Clients, Grow Portfolios

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

Job summary

TD Wealth in Boca Raton, FL seeks a Financial Advisor for a three-year program focused on financial planning and investment management. The role builds client relationships, delivers needs-based advice, and coordinates with TD Wealth and affiliated partners to serve clients’ wealth needs.

The position requires SIE, Series 7, Series 63, and Series 66/L&H or ability to obtain, with a strong client-service orientation.

Qualifications

• Bachelor's degree preferred with relevant financial/wealth management exposure.
• Licensing: SIE, Series 7, Series 63 required; L&H and Series 66 or ability to obtain.
• Strong understanding of wealth products and services.
• Excellent verbal and written communication skills.
• Proven planning and consultative sales abilities.
• Ability to travel within the assigned market five days a week.
• Experience servicing retail and small business clients is a plus.
• Demonstrated ability to achieve sales goals.

Responsibilities

• Provide financial planning guidance and investment sales to TD Wealth clients.
• Service client relationships and achieve growth of wallet share.
• Conduct client discovery, needs analysis, and introductions to servicing teams.
• Partner with TD Wealth and affiliates to deliver wealth solutions.
• Meet quarterly and annual sales goals and ensure regulatory compliance.

Education

Bachelor's degree

SIE

Series 7

Series 63

Life & Health (L&H)

Series 66

Wealth products

Client communication

Time management

Sales & planning

Job description

TD Wealth in Boca Raton, FL seeks a Financial Advisor for a three-year program focused on financial planning and investment management. The role builds client relationships, delivers needs-based advice, and coordinates with TD Wealth and affiliated partners to serve clients’ wealth needs.

The position requires SIE, Series 7, Series 63, and Series 66/L&H or ability to obtain, with a strong client-service orientation.