Wealth Advisor - Client-Focused Financial Planning

TD Bank Group; Delray Beach (FL); Sur place; USD 72 000 - 108 000; Plein temps

Résumé du poste

TD Bank Group in Delray Beach, FL seeks a Financial Advisor in a three-year program to provide financial planning guidance and sell investment management solutions for TD Wealth clients. You will review client goals and deliver tailored wealth solutions through onboarding and ongoing service.

The role emphasizes customer-centric service, annual client reviews, lead generation, and collaboration with Retail and Wealth partners to grow wallet share while maintaining strict regulatory compliance.

Qualifications

• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain all within licensing schedule.
• Strong understanding of wealth products and services.

Responsabilités

• Provide financial planning guidance and investment management solutions for TD Wealth clients.
• Onboard new clients with financial needs analysis and goal-based advice.
• Maintain client relationships, conduct Annual Client Reviews, and collaborate with TD Retail and Wealth partners.
• Meet quarterly and annual sales goals and ensure compliant, high-quality client service.

Connaissances

SIE

Series 7

Series 63

Series 66

Formation

Bachelor's degree

Description du poste

TD Bank Group in Delray Beach, FL seeks a Financial Advisor in a three-year program to provide financial planning guidance and sell investment management solutions for TD Wealth clients. You will review client goals and deliver tailored wealth solutions through onboarding and ongoing service.

The role emphasizes customer-centric service, annual client reviews, lead generation, and collaboration with Retail and Wealth partners to grow wallet share while maintaining strict regulatory compliance.