Wealth Advisor: Client-Focused Financial Planning

TD Bank; Miami Beach (FL); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Career development opportunities

Health and well-being benefits

Paid time off

Job summary

TD Bank is actively seeking a Financial Advisor in Miami Beach, FL to provide financial planning guidance and investment management solutions. In this role, you will be the primary contact for TD Wealth clients and ensure a comprehensive onboarding experience, managing client relationships, and achieving sales goals.

This position requires strong customer service skills and prior experience in investment sales. A Bachelor's degree, along with SIE, Series 7, and Series 63 certifications are required for applicants.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Strong understanding of wealth products and services.
• Proven ability to achieve sales goals.

Responsibilities

• Service unique and complex needs of TD Wealth clients.
• Provide financial planning guidance and sell investment management solutions.
• Conduct Annual Client Review meetings.

Skills

Customer-centric service

Investment sales experience

Verbal communication skills

Organizational skills

Consultative sales

Education

Bachelor's degree

SIE, Series 7, Series 63

Job description

TD Bank is actively seeking a Financial Advisor in Miami Beach, FL to provide financial planning guidance and investment management solutions. In this role, you will be the primary contact for TD Wealth clients and ensure a comprehensive onboarding experience, managing client relationships, and achieving sales goals.

This position requires strong customer service skills and prior experience in investment sales. A Bachelor's degree, along with SIE, Series 7, and Series 63 certifications are required for applicants.