Wealth Advisor: Client-Centric Planning & Growth

TD; Hackensack (NJ); Vor Ort; USD 67.000 - 118.000; Vollzeit

Zusammenfassung

TD Wealth is seeking a Financial Advisor for a three-year program in Hackensack, NJ. The role focuses on delivering planning guidance and investment solutions to TD Wealth clients, serving as the primary client contact, and driving growth through strategic referrals.

The FA will conduct client discovery, needs analysis, and annual reviews, while ensuring compliance with OCC/SEC and internal policies. A strong emphasis on customer-focused service and relationship building underpins daily

Qualifikationen

• 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 (or equivalent) or ability to obtain all within licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market five days a week.

Aufgaben

• Serve as the primary point of contact for TD Wealth client relationships and referrals.
• Meet quarterly and annual sales goals.
• Provide comprehensive financial planning and investment recommendations.
• Ensure onboarding, client discovery, and needs analysis for new clients.
• Refer opportunities to Retail and Wealth partners as needed.
• Adhere to regulatory policies and TD Wealth procedures.

Kenntnisse

Wealth product knowledge

Consultative sales

Relationship building

Communication skills

Time management

Sales goal achievement

Client needs analysis

Planning experience

Ausbildung

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

L&H

Series 66

Jobbeschreibung

TD Wealth is seeking a Financial Advisor for a three-year program in Hackensack, NJ. The role focuses on delivering planning guidance and investment solutions to TD Wealth clients, serving as the primary client contact, and driving growth through strategic referrals.

The FA will conduct client discovery, needs analysis, and annual reviews, while ensuring compliance with OCC/SEC and internal policies. A strong emphasis on customer-focused service and relationship building underpins daily