Wealth Advisor: Client-Focused Growth Path

TD Bank, N.A.; Halesite (NY); On-site; USD 67,000 - 118,000; Full time

Benefits offered by this job

Total Rewards package

Career development opportunities

Job summary

TD Bank, N.A. is seeking a Financial Advisor for the TD Wealth division in Huntington, NY. This three-year program focuses on financial planning guidance and investments, serving as the central contact for TD Wealth clients and coordinating with Retail and Wealth partners to grow client assets and satisfaction.

The role emphasizes onboarding, needs analysis, annual reviews, and proactive client engagement to expand share of wallet while meeting regulatory requirements.

Qualifications

• Experience selling investments and providing financial plans.
• Customer-centric service to maximize retention and growth.
• Ability to onboard new clients and develop the relationship across TD Wealth.

Responsibilities

• Serve as central contact for TD Wealth clients and provide planning guidance.
• Meet quarterly and annual sales goals; promote wealth solutions.
• Ensure compliance with regulations and firm policies.

Skills

Investment sales

Client service

Lead generation

Financial planning

Education

Bachelor's degree preferred

SIE

Series 7

Series 63

Series 66

Job description

TD Bank, N.A. is seeking a Financial Advisor for the TD Wealth division in Huntington, NY. This three-year program focuses on financial planning guidance and investments, serving as the central contact for TD Wealth clients and coordinating with Retail and Wealth partners to grow client assets and satisfaction.

The role emphasizes onboarding, needs analysis, annual reviews, and proactive client engagement to expand share of wallet while meeting regulatory requirements.