Wealth Advisor - Client-Focused Planning & Growth

Td Wealth Management; North Palm Beach (FL); Sur place; USD 72 000 - 108 000; Plein temps

Résumé du poste

TD Wealth invites applications for a Financial Advisor role in North Palm Beach, FL. The program trains advisors to deliver financial planning guidance and investment management solutions, serving as the central contact for TD Wealth clients and coordinating with servicing teams.

The role emphasizes client discovery, needs analysis, onboarding, and ongoing wealth management discussions while aiming to meet quarterly and annual sales targets and foster deep client relationships across TD Bank and

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain within Licensing and Registration Schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.

Responsabilités

• Build client relationships and provide financial planning guidance.
• Conduct client discovery and needs analysis for goals-based advice.
• Onboard new clients with a complete onboarding experience and documents.
• Meet quarterly and annual sales goals.
• Coordinate with TD Wealth and partners to deliver integrated wealth solutions.

Connaissances

Communication skills

Organizational skills

Time management

Sales experience

Customer-centric service

Formation

Bachelor's degree

Licensing: SIE

Licensing: Series 7

Licensing: Series 63

Licensing: L&H and Series 66

Description du poste

TD Wealth invites applications for a Financial Advisor role in North Palm Beach, FL. The program trains advisors to deliver financial planning guidance and investment management solutions, serving as the central contact for TD Wealth clients and coordinating with servicing teams.

The role emphasizes client discovery, needs analysis, onboarding, and ongoing wealth management discussions while aiming to meet quarterly and annual sales targets and foster deep client relationships across TD Bank and