Wealth Advisor – Client-Centric Financial Planning

TD Bank Group; Melbourne (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group seeks a Financial Advisor in Melbourne, FL to provide planning guidance and investment solutions. You will act as the central contact, service clients, and grow their wealth through proactive reviews and referrals. A strong emphasis on compliant, client-centric advice is required.

You will collaborate with TD Wealth partners, maintain regulatory standards, and travel within the market to meet clients and prospects, aiming to deepen wallet share and deliver exceptional service.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63; Series 66 or ability to obtain.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication, organization and time management.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Deliver client service and build relationships to grow wallet share.
• Conduct needs analyses, onboarding, and annual client reviews (ACR).
• Collaborate with TD Wealth partners and adhere to regulatory requirements.
• Travel within the assigned market to meet prospects, clients and partners.

Skills

Client relationship management

Sales & advisory

Financial planning

Communication

Education

SIE

Series 7

Series 63

Series 66

Life & Health (L&H) license

Job description

TD Bank Group seeks a Financial Advisor in Melbourne, FL to provide planning guidance and investment solutions. You will act as the central contact, service clients, and grow their wealth through proactive reviews and referrals. A strong emphasis on compliant, client-centric advice is required.

You will collaborate with TD Wealth partners, maintain regulatory standards, and travel within the market to meet clients and prospects, aiming to deepen wallet share and deliver exceptional service.