Wealth Advisor: Client-Centric Financial Planning

TD; Greenfield (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor through a structured three-year program focused on financial planning and investment solutions. You will review client goals, perform needs analyses, and provide recommendations while serving as the primary contact for client relationships and coordinating with TD Wealth partners.

You will engage in onboarding, ongoing education, and compliance, with a goal of growing share of wallet and delivering exceptional client experiences across asset accumulation,

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.

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver legendary service at every client interaction to maximize retention and growth.
• Complete onboarding with thorough client discovery and needs analysis.
• Partner and promote lead generation with wealth management teams.
• Meet quarterly and annual sales goals and deepen wallet share.
• Refer opportunities to Retail and Wealth partners as needed.
• Ensure compliance with FINRA rules and firm policies.

Skills

Financial planning

Investment sales

Client relationships

Regulatory compliance

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth is seeking a Financial Advisor through a structured three-year program focused on financial planning and investment solutions. You will review client goals, perform needs analyses, and provide recommendations while serving as the primary contact for client relationships and coordinating with TD Wealth partners.

You will engage in onboarding, ongoing education, and compliance, with a goal of growing share of wallet and delivering exceptional client experiences across asset accumulation,