Wealth Advisor: Client-Centric Planning & Growth

TD; Newtown (PA); Sur place; USD 72 000 - 108 000; Plein temps

Résumé du poste

TD Wealth is seeking a Financial Advisor (FA) for a structured three-year program focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients. The FA serves as the central point of contact, delivering client service and building relationships to grow wallet share while meeting regulatory expectations.

The role emphasizes a thorough onboarding experience, discovery and needs analysis, and a collaborative approach with the centralized servicing

Qualifications

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

Responsabilités

• Sell investments and provide financial plans.
• Deliver complete onboarding for new clients.
• Meet quarterly and annual sales goals.
• Ensure compliance with regulations and firm policies.

Connaissances

Investment sales

Financial planning

Client service

Communication skills

Formation

Bachelor’s degree

SIE

Series 7

Series 63

Series 66

Description du poste

TD Wealth is seeking a Financial Advisor (FA) for a structured three-year program focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients. The FA serves as the central point of contact, delivering client service and building relationships to grow wallet share while meeting regulatory expectations.

The role emphasizes a thorough onboarding experience, discovery and needs analysis, and a collaborative approach with the centralized servicing