Wealth Advisor: Client-Centric Planning & Growth

TD Bank Group (TD); Boston (MA); On-site; USD 71,000 - 118,000; Full time

Job summary

TD Bank in Boston seeks a Financial Advisor for a three-year program focused on financial planning and selling investment management solutions. You will review client goals, provide goals-based advice, and build relationships to increase wallet share while delivering an exceptional client experience.

You will partner with TD Wealth teams to onboard clients, conduct needs analyses, present wealth solutions, and ensure compliance with FINRA and bank policies.

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required/strongly preferred for licensing.
• L&H and Series 66 (or equivalent) required or obtainable within Licensing and Registration Schedule.

Responsibilities

• Provide financial planning guidance and investment sales to TD Wealth clients.
• Deliver legendary service during every client interaction to maximize retention and growth.
• Onboard new clients with discovery, needs analysis, and introductions to centralized servicing.

Skills

Wealth management knowledge

Customer service orientation

Strong communication skills

Consultative sales

Relationship building

Education

Bachelor's degree strongly preferred

SIE, Series 7, Series 63

L&H and Series 66 (or equivalent)

Job description

TD Bank in Boston seeks a Financial Advisor for a three-year program focused on financial planning and selling investment management solutions. You will review client goals, provide goals-based advice, and build relationships to increase wallet share while delivering an exceptional client experience.

You will partner with TD Wealth teams to onboard clients, conduct needs analyses, present wealth solutions, and ensure compliance with FINRA and bank policies.