Wealth Advisor: Client-Centered Financial Planning

TD; Maryland; On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Worcester, MA is seeking a Financial Advisor to join a three-year program offering a forgivable draw and a path to lead advisory engagements. You will review client goals, make investment recommendations, and serve as the central contact to deliver wealth solutions and enhance client wallet share.

The role requires experience selling investments and providing financial plans, with appropriate licenses.

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 to meet prospects, clients and partners five days a week.
• Strong organizational and time management skills.

Responsibilities

• Sell investments and provide financial plans.
• Deliver customer-centric service to maximize retention and growth.
• Complete client onboarding with discovery, needs analysis and documentation.
• Promote lead generation and referrals.
• Maintain ongoing client relationships and annual reviews.
• Ensure compliance with regulations and firm policies.

Skills

Sales experience

Client service

Lead generation

Communication skills

Education

Bachelor’s degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth in Worcester, MA is seeking a Financial Advisor to join a three-year program offering a forgivable draw and a path to lead advisory engagements. You will review client goals, make investment recommendations, and serve as the central contact to deliver wealth solutions and enhance client wallet share.

The role requires experience selling investments and providing financial plans, with appropriate licenses.