Wealth Advisor: Client-Centric Planning (Boston)

TD Bank Group (TD); Boston (MA); On-site; USD 79,000 - 118,000; Full time

Job summary

TD Bank Group in Boston, MA seeks a Financial Advisor for the TD Wealth division. The role focuses on providing financial planning guidance and selling investment management solutions to high-value clients, with a goal of growing wallet share and delivering tailored wealth strategies.

The program is designed to build client relationships through thorough discovery, needs analyses, and ongoing reviews while maintaining regulatory compliance.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63; Series 66 or ability to obtain.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Willingness to travel within assigned market to meet prospects, clients and partners five days a week.

Responsibilities

• Sell investments and provide financial planning guidance to TD Wealth clients.
• Onboard NEW clients with discovery, needs analysis and setup of accounts.
• Develop and maintain relationships to increase wallet share and overall client wealth.
• Meet quarterly and annual sales goals.
• Collaborate with TD Wealth partners and affiliates to deliver comprehensive solutions.
• Ensure compliance with applicable regulations and firm policies.

Skills

Communication skills

Investment sales

Financial planning

Client advisory experience

Wealth products knowledge

Regulatory compliance

Education

Bachelor's degree

Licensing: SIE, Series 7, Series 63, 66

Job description

TD Bank Group in Boston, MA seeks a Financial Advisor for the TD Wealth division. The role focuses on providing financial planning guidance and selling investment management solutions to high-value clients, with a goal of growing wallet share and delivering tailored wealth strategies.

The program is designed to build client relationships through thorough discovery, needs analyses, and ongoing reviews while maintaining regulatory compliance.