Wealth Advisor - Client-Focused Financial Planning & Growth

TD Bank Group; Manchester (NH); Hybrid; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group in Manchester, NH seeks a Financial Advisor to deliver wealth planning and investment guidance to clients. You will conduct needs analyses, onboard new clients, and coordinate with the centralized servicing team to ensure a comprehensive onboarding experience.

The role emphasizes client-centric service, achievement of sales goals, and collaboration with TD Wealth partners to provide tailored wealth solutions. Some travel within the market is required.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice and investment sales.
• SIE, Series 7, Series 63 required; Series 66 (or equivalent) or ability to obtain.
• Strong communication, organizational and time management skills.
• Willing to travel within the assigned market.

Responsibilities

• Develop wealth plans and provide goals-based investment guidance.
• Onboard new clients with a thorough discovery and needs analysis.
• Achieve quarterly/annual sales goals and deepen wallet share.
• Coordinate with TD Wealth compliance, servicing teams and partners.
• Ensure regulatory adherence and client documentation accuracy.

Skills

Client relationship management

Wealth planning

Communication skills

Time management

Team collaboration

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank Group in Manchester, NH seeks a Financial Advisor to deliver wealth planning and investment guidance to clients. You will conduct needs analyses, onboard new clients, and coordinate with the centralized servicing team to ensure a comprehensive onboarding experience.

The role emphasizes client-centric service, achievement of sales goals, and collaboration with TD Wealth partners to provide tailored wealth solutions. Some travel within the market is required.