Wealth Advisor: Client-Focused Financial Planning

TD; Melbourne (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth seeks a Financial Advisor in Melbourne, FL, to deliver financial planning guidance and investment solutions for TD Wealth clients. The role emphasizes client service, relationship management, and growing wallet share within a three-year program with a forgivable draw.

The candidate will review goals, provide recommendations, and coordinate with TD Wealth partners to meet client needs while complying with regulatory requirements. Licenses required and travel within the market expected.

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 ability to obtain) within Licensing Schedule.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Serve as primary contact for TD Wealth client relationships and coordinate with partners as needed.
• Meet quarterly and annual sales goals and grow wallet share.
• Ensure compliant client onboarding and ongoing care, including client reviews and documentation.

Skills

Client relationship mgmt

Sales & advisory experience

Communication skills

Time management

Education

Bachelor's degree strongly preferred

Licensing: SIE, Series 7, Series 63, Series 66

Job description

TD Wealth seeks a Financial Advisor in Melbourne, FL, to deliver financial planning guidance and investment solutions for TD Wealth clients. The role emphasizes client service, relationship management, and growing wallet share within a three-year program with a forgivable draw.

The candidate will review goals, provide recommendations, and coordinate with TD Wealth partners to meet client needs while complying with regulatory requirements. Licenses required and travel within the market expected.