Wealth Advisor — Build Plans & Grow Client Wealth

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

Job summary

The Financial Advisor role at TD Bank Group in Hartford, CT is a three-year program with a forgivable draw that equips you to provide financial planning guidance and investment solutions. You will review client goals, deliver goals-based advice, and manage client relationships to grow wallet share while ensuring compliant, high-quality service.

Candidates should have 2+ years in advisory or planning, SIE, Series 7 and 63 (or equivalents), with L&H/66 approvals or the ability to obtain them.

Qualifications

• Bachelor's degree preferred; financial advisory experience is a plus.
• Licensing: SIE, Series 7 and 63 required; Series 66 or equivalent preferred or obtainable.
• Strong communication, organizational and relationship-building skills.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Serve as central point of contact, building relationships to increase wallet share.
• Ensure compliant onboarding, client reviews, and ongoing servicing.

Skills

Customer service

Financial planning

Sales experience

Travel ability

Regulatory knowledge

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

The Financial Advisor role at TD Bank Group in Hartford, CT is a three-year program with a forgivable draw that equips you to provide financial planning guidance and investment solutions. You will review client goals, deliver goals-based advice, and manage client relationships to grow wallet share while ensuring compliant, high-quality service.

Candidates should have 2+ years in advisory or planning, SIE, Series 7 and 63 (or equivalents), with L&H/66 approvals or the ability to obtain them.