Wealth Advisor: Client-Focused Financial Planning & Growth

TD; New York (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth seeks a Financial Advisor candidate to deliver financial planning guidance and investment solutions in a three-year program. You will review client goals, provide tailored recommendations, and serve as the central contact to grow client relationships and assets.

The role emphasizes onboarding, needs analysis, ongoing reviews, and collaboration with TD Wealth partners to maximize share of wallet while delivering exceptional service.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Need L&H and Series 66 (or equivalent) or ability to obtain.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market to meet prospects, clients and partners five days a week.

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service during customer interactions to maximize retention and growth.
• Onboard new clients with discovery, needs analysis, and introductions to servicing teams.
• Partner and promote lead generation.
• Achieve quarterly and annual sales goals.
• Deepen wallet share by identifying opportunities and referrals.
• Ensure regulatory compliance and adherence to policies.

Skills

Client service

Financial planning

Investment sales

Communication

Relationship building

Education

Bachelor's degree

Job description

TD Wealth seeks a Financial Advisor candidate to deliver financial planning guidance and investment solutions in a three-year program. You will review client goals, provide tailored recommendations, and serve as the central contact to grow client relationships and assets.

The role emphasizes onboarding, needs analysis, ongoing reviews, and collaboration with TD Wealth partners to maximize share of wallet while delivering exceptional service.