Wealth Advisor: Client-Focused Financial Planning

TD; Methuen (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Methuen, MA seeks a Financial Advisor to join a three-year program offering financial planning guidance and investment management solutions. You will leverage experience to serve TD Wealth clients and help them achieve goals related to asset accumulation, preservation, growth, and protection.

The role focuses on onboarding, needs analysis, and delivering a planning experience while meeting quarterly and annual sales targets within regulatory guidelines.

Qualifications

• Bachelor’s degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63 required; Series 66 or equivalent preferred.

Responsibilities

• Provide financial planning guidance and investment recommendations to TD Wealth clients.
• Onboard new clients with thorough discovery and needs analysis.
• Achieve quarterly and annual sales goals while adhering to regulations and TD policies.

Skills

Client service

Financial planning

Sales

Regulatory compliance

Lead generation

Relationship management

Education

Bachelor’s degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth in Methuen, MA seeks a Financial Advisor to join a three-year program offering financial planning guidance and investment management solutions. You will leverage experience to serve TD Wealth clients and help them achieve goals related to asset accumulation, preservation, growth, and protection.

The role focuses on onboarding, needs analysis, and delivering a planning experience while meeting quarterly and annual sales targets within regulatory guidelines.