Wealth Advisor: Client-Focused Planning & Growth

TD; Town of Huntington (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor to participate in a three‑year program with a forgivable draw. You will serve as the primary contact for TD Wealth clients, provide planning guidance, review goals, and recommend investment solutions aligned with client objectives.

You will collaborate with Retail and Wealth partners, ensure regulatory compliance, complete client documentation, and strive to grow wallet share through proactive service and referrals.

Qualifications

• Bachelor's degree required or strongly preferred.
• Experience advising clients and selling investments.
• Knowledge of wealth products and services.

Responsibilities

• Provide financial guidance and investment recommendations aligned with client goals.
• Deliver customer-centric service to TD Wealth clients to maximize retention.
• Complete onboarding and conduct needs analyses for new clients.
• Develop referrals and partner with Retail and Wealth teams.
• Achieve quarterly and annual sales goals with compliant practices.

Skills

Investment sales

Financial planning

Customer service

Regulatory compliance

Education

Bachelor's degree

Job description

TD Wealth is seeking a Financial Advisor to participate in a three‑year program with a forgivable draw. You will serve as the primary contact for TD Wealth clients, provide planning guidance, review goals, and recommend investment solutions aligned with client objectives.

You will collaborate with Retail and Wealth partners, ensure regulatory compliance, complete client documentation, and strive to grow wallet share through proactive service and referrals.