Wealth Advisor - Client-Focused Financial Planning & Growth

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

Job summary

TD Wealth seeks a Financial Advisor for a three-year program designed to develop expertise in financial planning and investment sales. The FA will serve as the central contact for TD Wealth clients, delivering goals-based advice and comprehensive wealth management solutions.

The role emphasizes onboarding, detailed needs analysis, and a proactive client-review cadence to expand client relationships and drive profitability, while meeting regulatory standards and performance targets.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or the ability to obtain all within Licensing and Registration Schedule.
• Advanced understanding of wealth products and services.

Responsibilities

• Owns the client relationship lifecycle from onboarding to ongoing review.
• Demonstrates commitment to client-centric service to maximize retention and growth.
• Ensures complete onboarding with discovery, needs analysis, and documentation.
• Partners to promote lead generation and referrals across TD Wealth.
• Meets quarterly and annual sales goals.
• Adheres to FINRA and regulatory requirements and TD policies.

Skills

Client centric service

Strong communication

Consultative sales

Relationship building

Time management

Education

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

L&H and Series 66

Job description

TD Wealth seeks a Financial Advisor for a three-year program designed to develop expertise in financial planning and investment sales. The FA will serve as the central contact for TD Wealth clients, delivering goals-based advice and comprehensive wealth management solutions.

The role emphasizes onboarding, detailed needs analysis, and a proactive client-review cadence to expand client relationships and drive profitability, while meeting regulatory standards and performance targets.