Wealth Advisor: Client-Centric Planning & Growth

TD Bank; Lawrence (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank is seeking a Financial Advisor in TD Wealth to participate in a three-year program with a forgivable draw, delivering financial planning guidance and investment management solutions to TD Wealth clients in Methuen, MA.

The FA will review client goals, perform needs analyses, and develop ongoing relationships to increase wallet share while complying with regulatory requirements. The role emphasizes service excellence and cross-team referrals.

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 (or ability to obtain) or equivalent licensing.
• Strong verbal and written communication skills.

Responsibilities

• Sell investments and provide financial plans to TD Wealth clients.
• Deliver legendary service to maximize retention and growth.
• Onboard new clients with thorough discovery and needs analysis.
• Schedule Annual Client Reviews and pro-active client contacts.
• Refer and coordinate with Retail/Wealth partners to expand wallet share.

Skills

Investment sales

Financial planning

Client service

Communication

Education

Bachelor's degree

Licensing: SIE/Series 7/63

Job description

TD Bank is seeking a Financial Advisor in TD Wealth to participate in a three-year program with a forgivable draw, delivering financial planning guidance and investment management solutions to TD Wealth clients in Methuen, MA.

The FA will review client goals, perform needs analyses, and develop ongoing relationships to increase wallet share while complying with regulatory requirements. The role emphasizes service excellence and cross-team referrals.