Wealth Advisor: Build Wealth & Lasting Client Relationships

TD; Great Barrington (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Great Barrington, MA, a three-year program with a forgivable draw, to provide financial planning guidance and investment management solutions. You will review client goals and recommendations, becoming the central point of contact for TD Wealth clients, delivering service to achieve asset growth, preservation, and protection.

You will manage onboarding, client reviews, and ongoing relationship development while meeting sales targets and maintaining

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.

Responsibilities

• Sell investments and provide financial plans for TD Wealth clients.
• Ensure complete onboarding for NEW clients with needs analysis and documentation.
• Meet quarterly and annual sales goals and grow wallet share.
• Coordinate with TD Wealth partners to deliver comprehensive wealth solutions.

Skills

Financial planning

Investment advice

Client service

Relationship building

Sales process

Education

Bachelor's degree strongly preferred

Licensing: SIE, Series 7, Series 63

Job description

TD Wealth is seeking a Financial Advisor in Great Barrington, MA, a three-year program with a forgivable draw, to provide financial planning guidance and investment management solutions. You will review client goals and recommendations, becoming the central point of contact for TD Wealth clients, delivering service to achieve asset growth, preservation, and protection.

You will manage onboarding, client reviews, and ongoing relationship development while meeting sales targets and maintaining