Wealth Advisor: Client‑First Planning & Growth

TD Bank Group; Revere, Northern (MA, KY); Hybrid; USD 79,000 - 118,000; Full time

Job summary

TD Bank is seeking a Financial Advisor for its wealth management team. The role focuses on providing financial planning guidance and selling investment management solutions to TD Wealth clients, reviewing goals and offering tailored wealth strategies.

You will be the central contact for client service and relationship growth within a fast-paced environment. Responsibilities include onboarding new clients, conducting needs analyses, and ensuring compliance with regulations.

Qualifications

• Bachelor's degree strongly preferred and relevant licensing required.
• 2+ years in providing financial advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63 required; L&H and Series 66 or equivalent within licensing schedule.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Lead onboarding for new clients with needs analysis and client documents.
• Conduct Annual Client Reviews (ACR) and proactively manage client relationships.
• Meet quarterly and annual sales goals and expand wallet share.
• Partner with Retail and Wealth affiliates to deliver wealth solutions.

Skills

Consultative sales

Client relationship management

Wealth management

Strong communication

Travel within market

Spanish language (preferred)

Education

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Bank is seeking a Financial Advisor for its wealth management team. The role focuses on providing financial planning guidance and selling investment management solutions to TD Wealth clients, reviewing goals and offering tailored wealth strategies.

You will be the central contact for client service and relationship growth within a fast-paced environment. Responsibilities include onboarding new clients, conducting needs analyses, and ensuring compliance with regulations.