Wealth Advisor: Client-Focused Planning & Growth

TD Bank, N.A.; Freehold (NJ); On-site; USD 62,000 - 108,000; Full time

Job summary

TD Bank, N.A. is seeking a Financial Advisor in the TD Wealth division. The program spans three years and includes a forgivable draw while you develop wealth planning and investment sales skills.

You will review client goals, provide tailored financial plans, and build relationships to grow share of wallet. Strong regulatory knowledge and consultative sales abilities are essential for success.

Qualifications

• Bachelor's degree strongly preferred.
• Educated in wealth products and services.
• Licensing requirements include SIE, Series 7, Series 63, and potentially Series 66.

Responsibilities

• Provide financial planning guidance and investment recommendations aligned with client goals.
• Service TD Wealth clients and deepen wallet share through cross-selling.
• Lead client onboarding, needs analysis, and annual reviews.
• Meet quarterly and annual sales goals and ensure regulatory compliance.

Skills

Investment sales

Wealth planning

Client relationship

Sales goals

Consultative selling

Regulatory knowledge

Communication skills

Time management

Travel within market

Team collaboration

Education

Bachelor's degree

2+ years in financial advice/planning

Licensing: SIE, Series 7, Series 63

L&H and Series 66 licensing

Tools

Regulatory compliance systems

Job description

TD Bank, N.A. is seeking a Financial Advisor in the TD Wealth division. The program spans three years and includes a forgivable draw while you develop wealth planning and investment sales skills.

You will review client goals, provide tailored financial plans, and build relationships to grow share of wallet. Strong regulatory knowledge and consultative sales abilities are essential for success.