Wealth Advisor: Client-Centric Planning & Growth

TD Bank; Lakeland (FL); On-site; USD 72,280 - 108,160; Full time

Job summary

TD Bank in Lakeland, FL seeks a Financial Advisor to provide financial planning guidance and investment solutions for TD Wealth clients. You will review goals, make recommendations, and serve as the central contact to deliver onboarding and ongoing service.

You will aim to expand client relationships, meet annual sales goals, and coordinate with wealth partners to deliver tailored wealth solutions while adhering to regulatory requirements. Travel within the market is required.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain within Licensing schedule.
• Travel five days a week.
• Strong verbal and written communication skills.

Responsibilities

• Provide financial planning guidance & investment solutions.
• On-board new clients with discovery and needs analysis.
• Schedule and conduct Annual Client Reviews (ACR).
• Achieve sales goals and expand wallet share with TD Wealth clients.
• Collaborate with Retail and Wealth partners to deliver tailored solutions.

Skills

Client service

Financial planning

Regulatory compliance

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Bank in Lakeland, FL seeks a Financial Advisor to provide financial planning guidance and investment solutions for TD Wealth clients. You will review goals, make recommendations, and serve as the central contact to deliver onboarding and ongoing service.

You will aim to expand client relationships, meet annual sales goals, and coordinate with wealth partners to deliver tailored wealth solutions while adhering to regulatory requirements. Travel within the market is required.