Wealth Advisor - Client-Focused Financial Planning

TD; Manchester (NH); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Manchester, NH is hiring a Financial Advisor to grow an investment and financial planning practice. You will onboard new clients, conduct discovery and needs analysis, present goals-based advice, and coordinate with the client servicing team to deliver integrated wealth solutions.

You will drive lead generation, manage a portfolio, and meet quarterly sales targets while upholding regulatory standards and exceptional client service.

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 all within licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Ability to travel within assigned market five days a week.
• Strong organizational and time management skills.
• Consultative sales experience required.
• Proven ability to achieve sales goals.

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver legendary service during every client interaction to maximize retention and growth.
• Ensure onboarding includes client discovery, needs analysis, and documentation.
• Partner and promote lead generation.
• Manage goals and priorities in a fast-paced environment.
• Provide planning experiences for new and existing clients.

Skills

Investment sales

Client service

Wealth management knowledge

Relationship building

Sales goal achievement

Education

Bachelor’s degree

Tools

SIE

Series 7

Series 63

Series 66

L&H

Job description

TD Wealth in Manchester, NH is hiring a Financial Advisor to grow an investment and financial planning practice. You will onboard new clients, conduct discovery and needs analysis, present goals-based advice, and coordinate with the client servicing team to deliver integrated wealth solutions.

You will drive lead generation, manage a portfolio, and meet quarterly sales targets while upholding regulatory standards and exceptional client service.