Wealth Advisor: Client-First Planning & Growth

TD Bank Group; Lexington, Northern (MA, KY); Hybrid; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Lexington, MA, is seeking a Financial Advisor for a three-year program with a forgivable draw. You will provide financial planning guidance and investment management solutions, serving as the central contact for TD Wealth clients and developing lasting relationships.

You will review goals, present goals-based advice, onboard clients and collaborate with wealth partners while adhering to regulatory requirements. Travel within the market is expected.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Licensing requirements include SIE, Series 7, Series 63 and the ability to obtain Series 66.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Review client goals and offer goals-based investment recommendations.
• Onboard new clients and deliver an elevated client experience with comprehensive service.

Skills

Financial planning

Investment sales

Customer service

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Wealth in Lexington, MA, is seeking a Financial Advisor for a three-year program with a forgivable draw. You will provide financial planning guidance and investment management solutions, serving as the central contact for TD Wealth clients and developing lasting relationships.

You will review goals, present goals-based advice, onboard clients and collaborate with wealth partners while adhering to regulatory requirements. Travel within the market is expected.