Wealth Advisor: Client Growth & Planning Program

TD Bank Group; Boston (MA); On-site; USD 79,000 - 118,000; Full time

Job summary

TD Bank Group in Boston is seeking a Financial Advisor for a three-year program focused on financial planning and investment solutions for TD Wealth clients. You will review client goals, provide goals-based advice, and enhance wallet share while delivering exceptional service.

Role requires licensing (SIE, Series 7, 63; L&H/Series 66 or equivalent) and travel within the market. Bachelor's degree preferred; strong communication and collaboration skills are essential.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain within schedule.

Responsibilities

• Provide financial planning guidance and investment solutions.
• Serve as central point of contact to develop client relationships and increase wallet share.
• Meet quarterly and annual sales goals.
• Ensure compliant onboarding, client reviews, and proactive client contacts.

Skills

Client service

Planning

Wealth products

Communication

Education

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

L&H and Series 66

Job description

TD Bank Group in Boston is seeking a Financial Advisor for a three-year program focused on financial planning and investment solutions for TD Wealth clients. You will review client goals, provide goals-based advice, and enhance wallet share while delivering exceptional service.

Role requires licensing (SIE, Series 7, 63; L&H/Series 66 or equivalent) and travel within the market. Bachelor's degree preferred; strong communication and collaboration skills are essential.