Wealth Advisor — Client-Centric Investing & Planning

TD Bank; Exton (PA); On-site; USD 62,000 - 108,000; Full time

Job summary

TD Bank, a leading financial services provider, is seeking a Financial Advisor for TD Wealth in Downingtown, PA. The hired candidate will review client goals, provide financial planning guidance, and recommend wealth solutions to help clients grow and protect assets.

The program offers development through a three-year track with a focus on service excellence, onboarding, and continuous client engagement. Candidates should have SIE/Series licenses and 2+ years of advisory experience.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service to maximize client retention.
• Onboard new clients with discovery and needs analysis.
• Manage TD Wealth client relationships and referrals.
• Achieve quarterly and annual sales goals.
• Follow regulatory and firm policies in all activities.

Skills

Client service

Investment sales

Financial planning

Relationship management

Lead generation

Education

Bachelor's degree

SIE

Series 7

Series 63

Job description

TD Bank, a leading financial services provider, is seeking a Financial Advisor for TD Wealth in Downingtown, PA. The hired candidate will review client goals, provide financial planning guidance, and recommend wealth solutions to help clients grow and protect assets.

The program offers development through a three-year track with a focus on service excellence, onboarding, and continuous client engagement. Candidates should have SIE/Series licenses and 2+ years of advisory experience.