Wealth Advisor: Client-Centric Planner

TD Bank Group; Fairland (MD); On-site; USD 62,000 - 108,000; Full time

Job summary

TD Wealth in Silver Spring, MD seeks a Financial Advisor/Planner to join a three-year program with a forgivable draw. The role focuses on providing tailored wealth guidance and exceptional client service to build long-term relationships.

You will review goals, develop personalized plans, onboard new clients, and collaborate with teams to expand wallet share while complying with regulatory requirements.

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 licensing (or ability to obtain).
• Strong written and verbal communication; travel within market required.
• Self-directed with ability to plan activities to achieve sales goals.
• Understanding of wealth products and services; client relationship focus.

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver legendary service to maximize retention and growth.
• On-board new clients with discovery, needs analysis and documentation.
• Promote lead generation and build wealth referrals.
• Manage client relationships and meet quarterly and annual sales goals.
• Refer opportunities to Retail and Wealth partners as needed.

Skills

Strong verbal and writtencommunication

Self-directed

Strong organizational and time mgmt

Education

Bachelor's degree strongly preferred

SIE, Series 7, Series 63 required

L&H and Series 66 licensing or ability to obtain

Job description

TD Wealth in Silver Spring, MD seeks a Financial Advisor/Planner to join a three-year program with a forgivable draw. The role focuses on providing tailored wealth guidance and exceptional client service to build long-term relationships.

You will review goals, develop personalized plans, onboard new clients, and collaborate with teams to expand wallet share while complying with regulatory requirements.