Wealth Advisor - Client-Focused Financial Planning

TD Bank; Downingtown (Chester County); On-site; USD 62,000 - 108,000; Full time

Job summary

TD Bank in Downingtown, Pennsylvania invites applications for the Financial Advisor (FA) program. The three-year program includes a forgivable draw and provides financial planning guidance and investment management solutions to TD Wealth clients.

Candidates will review goals, conduct needs analyses, and coordinate with servicing teams to deliver a complete onboarding and annual review process. A Bachelor's degree is preferred, with 2+ years in advisory or investment sales and licensure (SIE,

Qualifications

• Experience selling investments and providing financial plans
• Strong focus on customer-centric service and relationship management
• Ability to onboard clients, perform needs analysis, and coordinate with servicing teams

Responsibilities

• Meet quarterly and annual sales goals
• Serve as primary contact for TD Wealth client relationships
• Ensure complete onboarding experience and conduct annual client reviews
• Refer opportunities to Retail and Wealth partners as needed
• Maintain regulatory compliance and uphold TD policies

Skills

Investments sales

Financial planning

Client service

Relationship management

Education

Bachelor's degree

SIE

Series 7

Series 63

Job description

TD Bank in Downingtown, Pennsylvania invites applications for the Financial Advisor (FA) program. The three-year program includes a forgivable draw and provides financial planning guidance and investment management solutions to TD Wealth clients.

Candidates will review goals, conduct needs analyses, and coordinate with servicing teams to deliver a complete onboarding and annual review process. A Bachelor's degree is preferred, with 2+ years in advisory or investment sales and licensure (SIE,