Wealth Advisor: Client-Focused Planning and Growth

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

Job summary

TD Wealth in Miami Beach, FL is seeking a Financial Advisor for a three-year program offering a forgivable draw. You will provide financial planning guidance and investment management solutions, serving as the central client contact to build lasting relationships and grow wallet share.

Ideal candidates have 2+ years in advisory roles, relevant licenses (SIE, Series 7, Series 63, L&H, Series 66), and a strong focus on compliant, high-quality client service and growth within TD Wealth.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain within licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.

Responsibilities

• Sell investments and provide financial plans.
• Deliver client service and develop client relationships to grow wallet share.
• Onboard new clients through discovery, needs analysis and introductions to servicing team.
• Meet quarterly and annual sales goals.
• Ensure compliance with regulations and TD policies.

Skills

Investment sales

Financial planning

Client service

Regulatory compliance

Relationship building

Education

Bachelor's degree

SIE, Series 7, Series 63

L&H and Series 66

Job description

TD Wealth in Miami Beach, FL is seeking a Financial Advisor for a three-year program offering a forgivable draw. You will provide financial planning guidance and investment management solutions, serving as the central client contact to build lasting relationships and grow wallet share.

Ideal candidates have 2+ years in advisory roles, relevant licenses (SIE, Series 7, Series 63, L&H, Series 66), and a strong focus on compliant, high-quality client service and growth within TD Wealth.