Wealth Advisor: Client‑Centric Financial Planning

TD Bank, N.A.; Florida; On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank, N.A. Wealth division is seeking a Financial Advisor through a three-year program designed to deliver comprehensive financial planning and investment guidance for TD Wealth clients.

The FA will review goals and provide asset allocation advice while building relationships and driving growth. Successful candidates will have 2+ years in advisory roles, with required securities licensing (SIE, Series 7, Series 63; Series 66 if possible) and a Bachelor's degree.

Qualifications

• Bachelor's degree strongly preferred in finance, business, or related field.
• 2+ years of providing financial advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63 required; Series 66 or equivalent or ability to obtain.

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver customer-centric service and drive retention and growth.
• Complete onboarding, needs analysis, and introduce clients to servicing teams.
• Meet quarterly and annual sales goals; promote and refer wealth solutions.

Skills

Client advisory

Wealth management

Relationship building

Sales skills

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Bank, N.A. Wealth division is seeking a Financial Advisor through a three-year program designed to deliver comprehensive financial planning and investment guidance for TD Wealth clients.

The FA will review goals and provide asset allocation advice while building relationships and driving growth. Successful candidates will have 2+ years in advisory roles, with required securities licensing (SIE, Series 7, Series 63; Series 66 if possible) and a Bachelor's degree.