Wealth Advisor - Client-Centric Financial Planning

TD Bank; Downingtown (Chester County); On-site; USD 61,880 - 108,160; Full time

Job summary

TD Bank in Downingtown, PA is hiring a Financial Advisor as part of a three-year program designed to provide financial planning guidance and investment solutions to TD Wealth clients.

The role focuses on client discovery, needs analysis, onboarding, ongoing reviews, and building strong relationships to grow wallet share while meeting regulatory requirements. A bachelor’s degree and licenses such as SIE, Series 7, 63, and 66 (or ability to obtain) are preferred.

Qualifications

• Bachelor's degree preferred; 2+ years of advisory experience is a plus.
• Licensing: SIE, Series 7, Series 63; Series 66 or ability to obtain.
• Strong verbal/written communication and organizational skills.

Responsibilities

• Provide financial planning guidance and investment recommendations to TD Wealth clients.
• Onboard new clients with discovery, needs analysis, and complete onboarding documentation.
• Meet quarterly and annual sales goals while ensuring regulatory compliance.
• Develop client relationships to grow wallet share and cross-sell wealth solutions.

Skills

Client service

Sales goals

Wealth management

Communication skills

Team collaboration

Education

Bachelor's degree strongly preferred

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Bank in Downingtown, PA is hiring a Financial Advisor as part of a three-year program designed to provide financial planning guidance and investment solutions to TD Wealth clients.

The role focuses on client discovery, needs analysis, onboarding, ongoing reviews, and building strong relationships to grow wallet share while meeting regulatory requirements. A bachelor’s degree and licenses such as SIE, Series 7, 63, and 66 (or ability to obtain) are preferred.