Wealth Advisor – Client-Focused Financial Planning

TD; Revere (MA); On-site; USD 79,000 - 118,000; Full time

Job summary

TD Wealth seeks a Financial Advisor through a three-year program to deliver financial planning guidance and investment solutions to TD Wealth clients. The FA will review goals, recommend wealth strategies, and act as the central contact for client service and relationship development.

With 2+ years of advisory experience and required licenses (SIE/Series 7/63/66 or equivalent), you will onboard new clients, promote leads, and meet sales goals while adhering to regulations and TD policies.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of advisory and investment sales.
• SIE, Series 7, Series 63 required.
• Licensing: L&H or Series 66 or ability to obtain.
• Strong wealth products knowledge.
• Excellent communication skills.
• Strong organizational and time management.
• Willing to travel within market five days a week.
• Experience with retail and wealth banking clients.
• Consultative sales experience.
• Ability to build relationships.

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service in every interaction.
• Complete onboarding for new clients.
• Promote lead generation.
• Meet quarterly and annual sales goals.
• Refer business to partners as needed.
• Conduct Annual Client Reviews (ACR).
• Serve as primary TD Wealth contact for clients.
• Adhere to regulations and Firm policies.
• Provide coaching to Retail and Small Business staff.

Skills

Verbal communication

Written communication

Time management

Client relationship

Sales experience

Education

Bachelor’s degree

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth seeks a Financial Advisor through a three-year program to deliver financial planning guidance and investment solutions to TD Wealth clients. The FA will review goals, recommend wealth strategies, and act as the central contact for client service and relationship development.

With 2+ years of advisory experience and required licenses (SIE/Series 7/63/66 or equivalent), you will onboard new clients, promote leads, and meet sales goals while adhering to regulations and TD policies.