Wealth Advisor: Client Growth & Planning

TD Bank; Augusta (ME); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Competitive salary

Career development opportunities

Employee benefits plan

Job summary

TD Bank is seeking a Financial Advisor in Augusta, Maine. This role involves offering financial planning guidance and managing investment sales to meet client needs. The successful candidate will have a commitment to customer service and product knowledge.

Qualifications include a Bachelor’s degree and series certifications. Competitive salary range: $72,280 - $108,160 USD, with opportunities for growth and skill development.

Qualifications

• 2+ years of providing advice, planning, and investment sales.
• Strong understanding of wealth management.
• Ability to travel within assigned market.

Responsibilities

• Provide financial planning guidance and manage client relationships.
• Conduct thorough client discovery and financial needs analysis.
• Meet quarterly and annual sales goals.

Skills

Customer service orientation

Investment sales experience

Strong communication skills

Organizational skills

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Job description

TD Bank is seeking a Financial Advisor in Augusta, Maine. This role involves offering financial planning guidance and managing investment sales to meet client needs. The successful candidate will have a commitment to customer service and product knowledge.

Qualifications include a Bachelor’s degree and series certifications. Competitive salary range: $72,280 - $108,160 USD, with opportunities for growth and skill development.