Wealth Advisor: Build Plans & Grow Client Wealth

TD; Village of Rye Brook (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth in Rye Brook, New York is seeking a Financial Advisor for a three-year program with a forgivable draw, aimed at delivering comprehensive financial planning and investment recommendations to high-potential clients.

You will review goals, propose suitable wealth solutions, and serve as the primary contact for client relationships while coordinating with TD Bank and affiliated partners to maximize wallet share and client outcomes.

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 ability to obtain all within the Licensing and Registration Schedule
• Advanced understanding of wealth products and services
• Strong verbal and written communication skills
• Ability to travel within assigned market five days a week

Responsibilities

• Provide financial planning guidance and investment management solutions.
• Service TD Wealth clients and develop relationships to increase wallet share.
• Conduct client discovery and needs analysis.
• Ensure onboarding and annual client reviews are completed.
• Adhere to regulatory requirements and firm policies.

Education

Bachelor’s degree strongly preferred

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth in Rye Brook, New York is seeking a Financial Advisor for a three-year program with a forgivable draw, aimed at delivering comprehensive financial planning and investment recommendations to high-potential clients.

You will review goals, propose suitable wealth solutions, and serve as the primary contact for client relationships while coordinating with TD Bank and affiliated partners to maximize wallet share and client outcomes.