Wealth Advisor - Client-Focused Planning & Growth

TD; Downingtown (Chester County); On-site; USD 62,000 - 108,000; Full time

Job summary

TD Wealth in Downingtown, Pennsylvania is seeking a Financial Advisor (FA) for a three‑year program with a forgivable draw. The FA will provide financial planning guidance and recommend investment solutions to TD Wealth clients, serving as the central point of contact for service and relationship development.

The role emphasizes client service, goal-based advice, and adherence to regulatory requirements. Candidates should have 2+ years in investment sales, SIE, Series 7, and Series 63, with the

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7 and Series 63 required.
• Series 66 (or equivalent) preferred or obtainable.
• Strong knowledge of wealth products required.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Deliver client service and build TD Wealth relationships.
• Meet quarterly and annual sales goals and cross-sell Wealth solutions.
• Ensure compliance with regulations and internal policies.

Skills

Investment sales

Financial planning

Client relationship management

Lead generation

Education

Bachelor's degree preferred

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Wealth in Downingtown, Pennsylvania is seeking a Financial Advisor (FA) for a three‑year program with a forgivable draw. The FA will provide financial planning guidance and recommend investment solutions to TD Wealth clients, serving as the central point of contact for service and relationship development.

The role emphasizes client service, goal-based advice, and adherence to regulatory requirements. Candidates should have 2+ years in investment sales, SIE, Series 7, and Series 63, with the