Wealth Advisor: Client‑Centric Planning & Growth

TD Bank Group; Melbourne (FL); Hybrid; USD 72,000 - 108,000; Full time

Benefits offered by this job

Total Rewards Package

Job summary

TD Bank Group in Melbourne, FL invites applications for a Financial Advisor within the TD Wealth group. The role focuses on delivering financial planning guidance and investment management solutions, servicing TD Wealth clients, and achieving annual sales and client-relationship goals.

The program emphasizes onboarding, needs analysis, and a proactive client-review cadence. Strong licensing requirements (SIE, Series 7/63/66) and a bachelor’s degree boost candidacy, with travel within the

Qualifications

• Bachelor's degree strongly preferred and relevant licenses.
• 2+ years of providing financial advice, planning, and investment sales.
• SIE, Series 7, Series 63; Series 66 or ability to obtain.

Responsibilities

• Provide financial planning guidance and investment recommendations aligned to client goals.
• Deliver exceptional client service and build long-term relationships to grow wallet share.
• Coordinate onboarding and referrals with TD Wealth partners and maintain compliance with regulations.

Skills

Financial planning

Client service

Lead generation

Relationship building

Time management

Education

Bachelor's degree strongly preferred

SIE license

Series 7/63/66 licensing or ability to obtain

Job description

TD Bank Group in Melbourne, FL invites applications for a Financial Advisor within the TD Wealth group. The role focuses on delivering financial planning guidance and investment management solutions, servicing TD Wealth clients, and achieving annual sales and client-relationship goals.

The program emphasizes onboarding, needs analysis, and a proactive client-review cadence. Strong licensing requirements (SIE, Series 7/63/66) and a bachelor’s degree boost candidacy, with travel within the