Wealth Advisor: Client-Focused Financial Planning

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

Job summary

TD Wealth is seeking a Financial Advisor (FA) in Worcester, MA for a three-year program with a forgivable draw. You will review client goals, provide wealth planning guidance, and offer investment management solutions while serving as the central contact for TD Wealth clients.

The role emphasizes onboarding, needs analysis, proactive client reviews, and referral growth. You will work to deepen client relationships, meet quarterly and annual sales goals, and ensure compliance with FINRA and TD

Qualifications

• Experience selling investments and providing financial plans.
• Commitment to customer-centric service to maximize retention and growth.
• Ability to onboard new clients with discovery and needs analysis, and coordinate with servicing teams.
• Proven track record of meeting sales and referral goals.

Responsibilities

• Serve as the primary point of contact for TD Wealth clients.
• Review financial goals and make investment recommendations aligned to client goals.
• Complete client onboarding, discovery, needs analysis and documentation.
• Promote lead generation and collaborate with Retail and Wealth partners.

Skills

Investment products

Wealth management

Client service

Sales targets

Education

Bachelor's degree

2+ years experience

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Wealth is seeking a Financial Advisor (FA) in Worcester, MA for a three-year program with a forgivable draw. You will review client goals, provide wealth planning guidance, and offer investment management solutions while serving as the central contact for TD Wealth clients.

The role emphasizes onboarding, needs analysis, proactive client reviews, and referral growth. You will work to deepen client relationships, meet quarterly and annual sales goals, and ensure compliance with FINRA and TD