Wealth Advisor: Client‑Centric Planning & Growth

TD; Langhorne (Bucks County); On-site; USD 72,280 - 108,160; Full time

Job summary

TD Bank's TD Wealth division in Langhorne, Pennsylvania seeks a Financial Advisor for a three-year program that combines a forgivable draw with hands-on client practice, delivering goals-based financial planning and investment guidance.

You will onboard clients, perform needs analyses, present tailored wealth solutions, and coordinate with the servicing team to maximize wallet share while adhering to 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).

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver customer‑centric service to maximise retention and growth.
• Complete onboarding, client discovery and needs analysis for goals‑based advice.
• Promote and refer Wealth products through coordinated teamwork.
• Achieve quarterly and annual sales goals while complying with regulations.

Skills

Client service

Wealth management

Financial planning

Sales & referrals

Regulatory knowledge

Education

Bachelor’s degree

Licensing: SIE, Series 7, Series 63

Licensing: L&H and Series 66

Job description

TD Bank's TD Wealth division in Langhorne, Pennsylvania seeks a Financial Advisor for a three-year program that combines a forgivable draw with hands-on client practice, delivering goals-based financial planning and investment guidance.

You will onboard clients, perform needs analyses, present tailored wealth solutions, and coordinate with the servicing team to maximize wallet share while adhering to regulatory requirements.