Wealth Advisor: Client‑Focused Investment Planner

TD; Medford (NY); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Medford, NY, for a three-year program with a forgivable draw. You will provide financial planning guidance and investment solutions, review client goals, and manage relationships to grow share of wallet.

The role requires a strong customer-centric approach, licensing (SIE, Series 7, 63, and 66 or equivalents), and the ability to travel within the market to serve clients and partners.

Qualifications

• Bachelor's degree strongly preferred; 2+ years advisory experience.
• Licensing: SIE, Series 7, Series 63; L&H and Series 66 or ability to obtain.
• Advanced understanding of wealth products and financial planning.

Responsibilities

• Provide financial planning guidance and investment product recommendations.
• Onboard new clients with discovery, needs analysis and KYC steps.
• Develop and nurture client relationships to grow wallet share.
• Coordinate with TD Wealth and affiliates; ensure regulatory compliance.
• Meet quarterly and annual sales goals; travel within the market as needed.

Skills

Client relationship

Communication skills

Consultative sales

Wealth management knowledge

Time management

Sales goals achievement

Education

Bachelor's degree

SIE, Series 7, Series 63

L&H and Series 66 licensing

Job description

TD Wealth is seeking a Financial Advisor in Medford, NY, for a three-year program with a forgivable draw. You will provide financial planning guidance and investment solutions, review client goals, and manage relationships to grow share of wallet.

The role requires a strong customer-centric approach, licensing (SIE, Series 7, 63, and 66 or equivalents), and the ability to travel within the market to serve clients and partners.