Wealth Advisor: Client-Centric Financial Planning

TD; Bear (DE); On-site; USD 72,000 - 108,000; Full time

Benefits offered by this job

Health and well-being benefits

Paid time off

Career development

Job summary

TD Wealth is seeking a Financial Advisor for a three-year program designed to provide financial planning guidance and investment management solutions. The role focuses on reviewing client goals, offering goals-based advice, and building strong client relationships to grow wallet share through asset accumulation, preservation, growth and protection.

You will service TD Wealth clients as the central point of contact, coordinating with Retail and Wealth partners to deliver comprehensive planning

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 within Licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Travel within assigned market five days a week.
• Commute within assigned territory.
• Consultative sales experience.
• Proven ability to achieve sales goals.

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver legendary service to maximize retention and growth.
• Ensure complete onboarding for NEW clients with discovery and needs analysis.
• Partner and promote lead generation.
• Meet quarterly and annual sales goals across TD Wealth.
• Provide wealth planning and reporting aligned with client goals.
• Maintain compliance with regulations and firm policies.
• Coach and mentor Retail and Small Business staff.

Skills

Investments sales

Financial planning

Client service

Relationship building

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66/equivalent

Job description

TD Wealth is seeking a Financial Advisor for a three-year program designed to provide financial planning guidance and investment management solutions. The role focuses on reviewing client goals, offering goals-based advice, and building strong client relationships to grow wallet share through asset accumulation, preservation, growth and protection.

You will service TD Wealth clients as the central point of contact, coordinating with Retail and Wealth partners to deliver comprehensive planning