Wealth Advisor - Client Planning & Growth

TD; North Palm Beach (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth invites qualified professionals to join a structured Financial Advisor program focused on financial planning guidance and investment solutions. A FA serves as the primary contact for TD Wealth clients, reviewing goals and recommending wealth solutions to grow the client base and assets under management.

The role emphasizes onboarding, ongoing client reviews, and collaboration with TD partners to deliver comprehensive wealth management services while meeting regulatory requirements.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain all within the Licensing and Registration Schedule.

Responsibilities

• Experience selling investments and providing financial plans.
• Delivers customer-centric service to maximize retention and growth.
• Ensures new clients receive complete onboarding with discovery and needs analysis.
• Create a planning experience for clients and conduct annual reviews (ACR).
• Meet quarterly and annual sales goals.

Skills

Financial advisory

Investment sales

Client relationship

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Wealth invites qualified professionals to join a structured Financial Advisor program focused on financial planning guidance and investment solutions. A FA serves as the primary contact for TD Wealth clients, reviewing goals and recommending wealth solutions to grow the client base and assets under management.

The role emphasizes onboarding, ongoing client reviews, and collaboration with TD partners to deliver comprehensive wealth management services while meeting regulatory requirements.