Wealth Advisor: Client-Focused Investment Planner

TD; Naples (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor for a three-year program designed to deliver comprehensive financial planning guidance and investment management solutions to TD Wealth clients. The FA will review financial goals, provide recommendations, and act as the central point of contact for client relationships, aiming to increase share of wallet.

The role emphasizes on-boarding, client discovery, needs analysis, and coordination with TD’s centralized client servicing team to deliver a

Qualifications

• Bachelor's degree strongly preferred with financial services experience.
• Minimum 2+ years providing financial advice, planning, and investment sales.
• Licensing requirements: SIE, Series 7, Series 63; Series 66 or equivalent or ability to obtain.

Responsibilities

• Serve as the primary contact for TD Wealth client relationships and coordinate with Retail/Wealth partners.
• Provide client service and develop relationships to grow wallet share and assets.
• Conduct thorough client discovery and needs analysis to deliver goals-based advice.

Skills

Client service

Sales

Relationship building

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 or equivalent

Licensing: L&H

Job description

TD Wealth is seeking a Financial Advisor for a three-year program designed to deliver comprehensive financial planning guidance and investment management solutions to TD Wealth clients. The FA will review financial goals, provide recommendations, and act as the central point of contact for client relationships, aiming to increase share of wallet.

The role emphasizes on-boarding, client discovery, needs analysis, and coordination with TD’s centralized client servicing team to deliver a