Wealth Advisor: Client-Centric Planning & Growth

TD Bank Group; Medford (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Bank Group seeks Financial Advisor candidates for a three-year program with a forgivable draw to deliver financial planning guidance and investment management solutions to TD Wealth clients in Medford, NY.

The role emphasizes client service, goal-based advice, and achieving sales goals; licenses such as SIE, Series 7, Series 63 (and 66 if possible) are required or obtainable. Travel within the market is expected; a Bachelor's degree is preferred.

Qualifications

• Bachelor's degree strongly preferred; 2+ years of providing financial advice, planning, and investment sales.
• Licenses required: SIE, Series 7, Series 63; Series 66 or ability to obtain.
• Willingness to travel within assigned market five days a week.
• Strong verbal and written communication; ability to build client relationships.

Responsibilities

• Provide financial planning guidance and investment management solutions to TD Wealth clients.
• Serve as the primary point of contact for client relationships; develop and deepen client wallet share.
• Meet quarterly and annual sales goals and promote lead generation while ensuring regulatory compliance.
• Coordinate with TD Wealth partners and adhere to firm policies and procedures.

Skills

Sales experience

Customer service

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Bank Group seeks Financial Advisor candidates for a three-year program with a forgivable draw to deliver financial planning guidance and investment management solutions to TD Wealth clients in Medford, NY.

The role emphasizes client service, goal-based advice, and achieving sales goals; licenses such as SIE, Series 7, Series 63 (and 66 if possible) are required or obtainable. Travel within the market is expected; a Bachelor's degree is preferred.