Wealth Advisor: Client Growth & Planning Expert

TD; Boca Raton (FL); On-site; USD 720 - 1,081,000; Full time

Job summary

TD Wealth in Boca Raton, Florida, is seeking Financial Advisors in a three-year program with a forgivable draw. You will review client goals, provide wealth guidance, and build relationships to grow assets under management.

The role emphasizes serving TD Wealth clients, coordinating with Retail and Wealth partners, and achieving sales targets while adhering to regulatory requirements.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Experience selling investments and providing financial plans.
• Strong communication and client service skills.

Responsibilities

• Sell investments and provide financial planning guidance to clients.
• Serve as primary contact for TD Wealth client relationships and coordinate with partners.
• Meet quarterly and annual sales goals while maintaining regulatory compliance.

Skills

Investment sales

Financial planning

Client relationship management

Regulatory compliance understanding

Education

Bachelor's degree strongly preferred

SIE, Series 7, Series 63 required

Series 66 (or equivalent) or ability to obtain

Job description

TD Wealth in Boca Raton, Florida, is seeking Financial Advisors in a three-year program with a forgivable draw. You will review client goals, provide wealth guidance, and build relationships to grow assets under management.

The role emphasizes serving TD Wealth clients, coordinating with Retail and Wealth partners, and achieving sales targets while adhering to regulatory requirements.