Wealth Advisor: Client-Centric Growth & Licensing Path

TD Bank, N.A.; Town of Hempstead (NY); On-site; USD 66,000 - 118,000; Full time

Job summary

TD Bank, N.A. is recruiting for a Financial Advisor in TD Wealth. The program spans three years with a forgivable draw, focusing on delivering comprehensive financial planning, reviewing client goals, and offering investment management solutions.

You will serve as the primary contact and develop strong relationships to grow share of wallet while addressing wealth needs and regulatory compliance. The role requires collaboration with Retail and Wealth partners, achieving sales targets, and

Qualifications

• Bachelor's degree preferred with related experience.
• Licensing: SIE required; Series 7/63/66 or ability to obtain.
• Strong knowledge of wealth products and services.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Serve as central point of contact for TD Wealth client relationships.
• Meet quarterly/annual sales goals while ensuring compliance with regulations.
• Deliver legendary service to maximize client retention and wallet share.
• Coordinate with TD Wealth partners to refer clients and expand services.

Skills

Financial advising

Client relationship

Sales planning

Regulatory compliance

Communication

Education

Bachelor's degree

SIE

Series 7/63/66 licensing

Job description

TD Bank, N.A. is recruiting for a Financial Advisor in TD Wealth. The program spans three years with a forgivable draw, focusing on delivering comprehensive financial planning, reviewing client goals, and offering investment management solutions.

You will serve as the primary contact and develop strong relationships to grow share of wallet while addressing wealth needs and regulatory compliance. The role requires collaboration with Retail and Wealth partners, achieving sales targets, and