Wealth Advisor: Client-Focused Planning & Growth

TD; Easton (Northampton County); Vor Ort; USD 72.000 - 108.000; Vollzeit

Zusammenfassung

TD in Easton, Pennsylvania seeks a Financial Advisor for a structured three-year program that includes a forgivable draw and a focus on delivering tailored wealth management guidance for TD Wealth clients. You will review goals, propose investment solutions, and nurture client relationships across its Wealth network.

Ideal candidates have 2+ years in advisory roles, appropriate licenses (SIE, Series 7/63/66), and strong planning, sales and regulatory capabilities to drive growth while

Qualifikationen

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• Series 66 or equivalent licensing or ability to obtain.

Aufgaben

• Onboard new clients with thorough discovery and needs analysis.
• Provide goals-based advice and wealth management recommendations.
• Meet quarterly and annual sales goals and grow wallet share.
• Ensure compliance with FINRA, OCC, SEC and firm policies.

Kenntnisse

Investment sales

Financial planning

Client service

Consultative selling

Regulatory compliance

Ausbildung

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

Series 66 or equivalent licensing

Jobbeschreibung

TD in Easton, Pennsylvania seeks a Financial Advisor for a structured three-year program that includes a forgivable draw and a focus on delivering tailored wealth management guidance for TD Wealth clients. You will review goals, propose investment solutions, and nurture client relationships across its Wealth network.

Ideal candidates have 2+ years in advisory roles, appropriate licenses (SIE, Series 7/63/66), and strong planning, sales and regulatory capabilities to drive growth while