Wealth Advisor: Client-Centric Financial Planning

TD; Downingtown (Chester County); On-site; USD 62,000 - 108,000; Full time

Benefits offered by this job

Total Rewards package

Career development programs

Training & onboarding

Job summary

TD Wealth is seeking a Financial Advisor in Downingtown, PA to join a three-year program focused on providing tailored financial planning and investment guidance for TD Wealth clients. You will serve as the central point of contact, building relationships and delivering comprehensive wealth solutions in coordination with TD Bank partners.

The role emphasizes client service, onboarding, needs analysis, and ongoing reviews to expand wallet share while meeting regulatory requirements and growth

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 licensing.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Willingness to travel within assigned market five days a week.
• Consultative sales experience required.
• Proven ability to achieve sales goals.

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service during every customer interaction.
• Complete onboarding for NEW clients, including discovery and needs analysis.
• Partner and promote lead generation.
• Meet quarterly and annual sales goals.
• Refer opportunities to Retail and Wealth partners.
• Ensure regulatory compliance and adherence to TD policies.
• Be primary contact for TD Wealth client relationships.

Skills

Strong verbal and writtencommunication

Strong organizational and time mgmt

Consultative sales experience

Ability to travel to meet prospects

Education

Bachelor’s degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth is seeking a Financial Advisor in Downingtown, PA to join a three-year program focused on providing tailored financial planning and investment guidance for TD Wealth clients. You will serve as the central point of contact, building relationships and delivering comprehensive wealth solutions in coordination with TD Bank partners.

The role emphasizes client service, onboarding, needs analysis, and ongoing reviews to expand wallet share while meeting regulatory requirements and growth