Wealth Advisor: Client‑Focused Financial Planning

TD Bank; Westfield (MA); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Career development opportunities

Job summary

TD Bank is seeking a Financial Advisor in Westfield, Massachusetts, to provide comprehensive financial planning and investment solutions. This role involves serving clients’ unique needs, maximizing their wealth through proactive management, and ensuring customer satisfaction.

The ideal candidate will have strong communication skills, a bachelor's degree, and relevant financial certifications. TD Bank is committed to personal and professional development, offering a competitive salary, ranging from $72,280 to $108,160 annually.

Qualifications

• 2+ years of providing financial advice and planning.
• Experience with SIE, Series 7, and Series 63 is required.
• Ability to travel within assigned market to meet prospects.

Responsibilities

• Provide financial planning guidance and investment management.
• Serve as the primary contact for TD Wealth client relationships.
• Achieve quarterly and annual sales goals.

Skills

Customer-centric service

Investment planning

Relationship management

Sales experience

Financial analysis

Education

Bachelor's degree

SIE

Series 7

Series 63

L&H and Series 66

Job description

TD Bank is seeking a Financial Advisor in Westfield, Massachusetts, to provide comprehensive financial planning and investment solutions. This role involves serving clients’ unique needs, maximizing their wealth through proactive management, and ensuring customer satisfaction.

The ideal candidate will have strong communication skills, a bachelor's degree, and relevant financial certifications. TD Bank is committed to personal and professional development, offering a competitive salary, ranging from $72,280 to $108,160 annually.