Wealth Advisor: Client-Focused Growth & Training (Boston)

TD; Boston (MA); On-site; USD 79,000 - 118,000; Full time

Job summary

TD Wealth in Boston, MA is seeking a Financial Advisor for a three-year program offering a forgivable draw. You will provide financial planning guidance and sell investment management solutions, serving TD Wealth clients by reviewing goals and making aligned recommendations.

The role acts as the central contact for client service and relationships, with responsibilities to onboard clients, meet sales targets, and collaborate with TD Bank and Wealth partners while staying compliant with

Qualifications

• Bachelor’s degree strongly preferred.
• Licensing requirements: SIE, Series 7, Series 63, Series 66 (or equivalent).
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Onboard new clients and ensure complete onboarding experience.
• Achieve quarterly and annual sales goals.
• Collaborate with TD Bank and TD Wealth partners to serve clients.
• Ensure compliance with regulations, policies, and procedures.

Skills

Sales experience

Communication

Time management

Client service

Education

Bachelor’s degree strongly preferred

SIE

Series 7

Series 63

Series 66 or equivalent licensing

Job description

TD Wealth in Boston, MA is seeking a Financial Advisor for a three-year program offering a forgivable draw. You will provide financial planning guidance and sell investment management solutions, serving TD Wealth clients by reviewing goals and making aligned recommendations.

The role acts as the central contact for client service and relationships, with responsibilities to onboard clients, meet sales targets, and collaborate with TD Bank and Wealth partners while staying compliant with