Wealth Advisor – Client-Focused Guidance & Growth

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

Job summary

TD Wealth is launching a three-year Financial Advisor program in New York. The role focuses on providing financial planning guidance, selling investment management solutions, and serving as the primary contact to build client relationships.

You will review goals, offer goals-based advice, and drive wealth growth through proactive client engagement. Ideal candidates have 2+ years of advisory experience, must hold SIE/Series licenses, and be willing to travel within the market.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Must obtain L&H and Series 66 (or equivalent) within licensing schedule.
• Strong knowledge of wealth products and services.
• Excellent verbal and written communication; strong organizational skills.
• Ability to travel within assigned market five days a week.

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service to maximize retention and growth.
• Lead onboarding for new clients and complete needs analysis.
• Develop and maintain client relationships to increase share of wallet.
• Achieve quarterly and annual sales goals.
• Ensure compliant with regulations and firm policies.

Skills

Customer-centric

Communication skills

Time management

Relationship building

Education

Bachelor's degree

2+ years of providing advice, planning and investment sales

Job description

TD Wealth is launching a three-year Financial Advisor program in New York. The role focuses on providing financial planning guidance, selling investment management solutions, and serving as the primary contact to build client relationships.

You will review goals, offer goals-based advice, and drive wealth growth through proactive client engagement. Ideal candidates have 2+ years of advisory experience, must hold SIE/Series licenses, and be willing to travel within the market.