Wealth Advisor: Client Planning & Growth

TD; New York (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth in New York is seeking a Financial Advisor to join a three-year program designed to provide comprehensive financial planning guidance and investment solutions to clients. You will review client goals, craft tailored plans, and act as the central point of contact to grow wallet share through advisory services and referrals.

The role requires selling investments, onboarding new clients, and delivering compliant, client-centric service while meeting quarterly sales goals.

Qualifications

• Bachelor's degree strongly preferred
• 2+ years of providing advice, planning and investment sales
• Bi-Lingual Spanish Speaking Preferred
• Strong verbal and written communication skills

Responsibilities

• Experience selling investments and providing financial plans.
• Ensures NEW clients receive complete onboarding with discovery and needs analysis.
• Develops wallet share by advising on asset accumulation, preservation, growth and protection.
• Serves as primary contact for TD Wealth client relationships and referrals.
• Meets quarterly and annual sales goals.
• Adheres to TD Wealth policies and regulatory requirements.

Skills

Verbal and written communication

Education

Bachelor's degree strongly preferred

Bi-Lingual Spanish Speaking Preferred

SIE, Series 7, Series 63 required

L&H and Series 66 (or equivalent)

Job description

TD Wealth in New York is seeking a Financial Advisor to join a three-year program designed to provide comprehensive financial planning guidance and investment solutions to clients. You will review client goals, craft tailored plans, and act as the central point of contact to grow wallet share through advisory services and referrals.

The role requires selling investments, onboarding new clients, and delivering compliant, client-centric service while meeting quarterly sales goals.