Wealth Advisor: Client-Centric Planning & Growth

TD Bank; Portland (OR); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank's TD Wealth seeks a Financial Advisor for a three-year program with a forgivable draw to provide financial planning guidance and investment solutions. You will leverage experience to service TD Wealth clients, reviewing goals and making recommendations to grow wealth.

The role emphasizes client relationship management, onboarding, and coordination with servicing teams to deliver tailored wealth solutions while meeting regulatory standards.

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 equivalent) or ability to obtain.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management.

Responsibilities

• Experience selling investments and providing financial plans.
• Deliver legendary service during customer interactions to maximize retention and growth.
• Complete onboarding for new clients: discovery, needs analysis, and introduction to servicing team.
• Partner and promote lead generation.
• Meet quarterly and annual sales goals.
• Ensure compliance with regulations, policies and procedures.
• Support continuing education requirements.

Skills

Client service

Communication skills

Time management

Sales goals

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 or equivalent licensing

Job description

TD Bank's TD Wealth seeks a Financial Advisor for a three-year program with a forgivable draw to provide financial planning guidance and investment solutions. You will leverage experience to service TD Wealth clients, reviewing goals and making recommendations to grow wealth.

The role emphasizes client relationship management, onboarding, and coordination with servicing teams to deliver tailored wealth solutions while meeting regulatory standards.