Wealth Advisor: Build Wealth & Client Relationships

TD

Florida

On-site

USD 72,000 - 108,000

Full time

14 days+

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Job summary

TD Wealth is hiring a Financial Advisor in Coral Springs, FL. The Financial Advisor program is a three-year pathway to serve TD Wealth clients, delivering financial planning guidance and investment solutions while building deep client relationships.

The role emphasizes goal-based advice, onboarding, and cross-team collaboration to maximize wallet share and ensure compliant, high-quality service. Expect to meet compliance standards, obtain SIE, Series 7, Series 63 (and Series 66 where

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 the ability to obtain all within Licensing and Registration Schedule.
Advanced understanding of wealth products and services.
Strong verbal and written communication skills.
Strong organizational and time management skills.
Ability to travel within assigned market to meet prospects, clients and partners five days a week.

Responsibilities

Review financial goals and make investment recommendations aligned to client goals.
Provide client service and develop client relationships to increase wallet share.
Meet quarterly and annual sales goals.
Assist in onboarding new clients and coordinating with servicing teams.
Build relationships with Retail and Wealth partners and affiliates as needed.
Ensure compliance with applicable regulations and firm policies.