Wealth Advisor: Client-Centric Planning & Growth

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

Job summary

TD Wealth in Portland, Maine, offers a three-year Financial Advisor program with a forgivable draw to advise clients and provide investment guidance. You will review goals and present solutions aligned with client objectives, helping build long-term relationships.

The role emphasizes onboarding, needs analysis, and delivering planning experiences to new and existing clients while staying compliant with regulations and internal policies. Some travel within the market may be required.

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 within licensing schedule.
• Advanced understanding of wealth products and services.

Responsibilities

• Sell investments and provide financial planning guidance.
• Deliver client onboarding andNeeds analysis to provide goals-based advice.
• Build and maintain client relationships to grow wallet share.

Skills

SIE

Series 7

Series 63

Series 66

Client advisory

Wealth management

Education

Bachelor's degree

Job description

TD Wealth in Portland, Maine, offers a three-year Financial Advisor program with a forgivable draw to advise clients and provide investment guidance. You will review goals and present solutions aligned with client objectives, helping build long-term relationships.

The role emphasizes onboarding, needs analysis, and delivering planning experiences to new and existing clients while staying compliant with regulations and internal policies. Some travel within the market may be required.