Wealth Advisor - Client Growth & Planning

TD; Melbourne (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking Financial Advisor candidates for a three-year program based in Melbourne, FL. You will provide financial planning guidance, review goals, and recommend investment solutions while building strong client relationships.

The role emphasizes onboarding new clients, delivering goal-based advice, and meeting annual sales goals. Licensing (SIE, Series 7/63/66) is required or pursued, with potential for career growth within TD Wealth.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Licensing requirements include SIE, Series 7, Series 63; Series 66 or equivalent desired.
• Bachelor's degree strongly preferred.

Responsibilities

• Experience selling investments and providing financial plans.
• Demonstrates a commitment to customer-centric service to maximize retention and growth.
• Ensure onboarding for NEW clients with discovery and needs analysis; provide goals-based advice.
• Promote lead generation and partner with TD Wealth and affiliates.
• Meet quarterly and annual sales goals; deepens wallet share with wealth solutions.
• Complies with TD Bank and TD Wealth policies and procedures.

Skills

Investment sales

Client service & planning

Relationship management

Lead generation

Education

Bachelor's degree strongly preferred

SIE license

Series 7

Series 63

Series 66 or equivalent

Job description

TD Wealth is seeking Financial Advisor candidates for a three-year program based in Melbourne, FL. You will provide financial planning guidance, review goals, and recommend investment solutions while building strong client relationships.

The role emphasizes onboarding new clients, delivering goal-based advice, and meeting annual sales goals. Licensing (SIE, Series 7/63/66) is required or pursued, with potential for career growth within TD Wealth.