Wealth Advisor – Client-Focused Planning & Growth

TD Bank Group (TD); Longmeadow (MA); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Job summary

TD Bank Group (TD) is seeking a Financial Advisor for their Longmeadow location. This role is part of a three-year program aimed at delivering financial planning and investment management solutions tailored to clients' needs.

The ideal candidate will leverage 2+ years of experience in sales and financial advising, while focusing on providing legendary customer service and developing strong client relationships. Competitive salary and a comprehensive benefits package are included.

Qualifications

• Bachelor’s degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Proven ability to achieve sales goals.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Serve as the primary contact for TD Wealth client relationships.
• Manage client expectations and deliver exceptional customer service.

Skills

Consultative sales experience

Strong verbal and written communication skills

Strong organizational and time management skills

Ability to travel within assigned market

Education

Bachelor’s degree

SIE, Series 7, Series 63

Tools

Financial planning software

Job description

TD Bank Group (TD) is seeking a Financial Advisor for their Longmeadow location. This role is part of a three-year program aimed at delivering financial planning and investment management solutions tailored to clients' needs.

The ideal candidate will leverage 2+ years of experience in sales and financial advising, while focusing on providing legendary customer service and developing strong client relationships. Competitive salary and a comprehensive benefits package are included.