Wealth Advisor – Client Planning & Growth

TD Bank Group; Aston Township (PA); On-site; USD 72,000 - 108,000; Full time

Benefits offered by this job

Total Rewards Package

Training & onboarding

Career development

Job summary

TD Bank Group in Aston, PA is seeking a Financial Advisor to deliver financial planning guidance and sell investment management solutions within the TD Wealth division. The role emphasizes a thorough onboarding experience, ongoing client reviews, and proactive wallet growth.

The candidate should have 2+ years in advisory roles, with SIE, Series 7, Series 63, and Series 66 (or ability to obtain). Strong communication and travel willingness are required.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63 required; Series 66 or equivalent or ability to obtain.
• Must be able to travel within the assigned market.
• Strong verbal and written communication skills.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Deliver onboarding and client service experiences for new clients, including annual reviews.
• Develop new client relationships and grow wallet share with TD Wealth clients.
• Ensure compliance with FINRA, OCC, and TD policies.
• Collaborate with Retail and Wealth partners to deliver differentiated client service.

Skills

Client relationship building

Financial planning

Investment sales

Regulatory compliance

Communication skills

Travel readiness

Education

Bachelor's degree preferred

SIE license

Series 7

Series 63

Series 66 or equivalent

Job description

TD Bank Group in Aston, PA is seeking a Financial Advisor to deliver financial planning guidance and sell investment management solutions within the TD Wealth division. The role emphasizes a thorough onboarding experience, ongoing client reviews, and proactive wallet growth.

The candidate should have 2+ years in advisory roles, with SIE, Series 7, Series 63, and Series 66 (or ability to obtain). Strong communication and travel willingness are required.