Wealth Advisor: Build Plans, Grow Client Portfolios

TD Bank Group (TD); Greenfield (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group (TD) in Greenfield, Massachusetts is seeking a Financial Advisor for a three-year program designed to build foundational skills in financial planning and client service.

As part of TD Wealth, you will review client goals, recommend investment solutions, and establish lasting relationships to grow wallet share while delivering compliant, customer-centric guidance to help clients pursue asset accumulation, preservation, and growth.

Qualifications

• Experience selling investments and providing financial plans.
• Demonstrates a commitment to being customer-centric by delivering legendary service during the engagement.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Serve as the central contact to develop client relationships and achieve greater share of wallet by helping clients meet goals of accumulation, preservation, growth and protection.

Skills

Investment knowledge

Customer service

Job description

TD Bank Group (TD) in Greenfield, Massachusetts is seeking a Financial Advisor for a three-year program designed to build foundational skills in financial planning and client service.

As part of TD Wealth, you will review client goals, recommend investment solutions, and establish lasting relationships to grow wallet share while delivering compliant, customer-centric guidance to help clients pursue asset accumulation, preservation, and growth.