Wealth Advisor – Client Planning & Growth (3-Year Program)

TD Bank Group (TD); Cambridge (MA); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Career development programs

Health and well-being benefits

Retirement programs

Job summary

TD Bank Group (TD) is seeking a Financial Advisor in Cambridge, Massachusetts. This role involves providing financial planning guidance and selling investment management solutions to clients, leveraging experience to service client needs effectively.

The ideal candidate will have a strong sales record and the ability to deliver exceptional customer service while managing client relationships to maximize growth and retention.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Strong verbal and written communication skills.

Responsibilities

• Provide financial planning guidance and sell investment solutions.
• Ensure all new clients receive onboarding experience.
• Meet quarterly and annual sales goals.

Skills

Customer-centric approach

Consultative sales experience

Time management

Financial planning

Education

Bachelor's degree

SIE, Series 7, Series 63

Tools

Wealth management software

Job description

TD Bank Group (TD) is seeking a Financial Advisor in Cambridge, Massachusetts. This role involves providing financial planning guidance and selling investment management solutions to clients, leveraging experience to service client needs effectively.

The ideal candidate will have a strong sales record and the ability to deliver exceptional customer service while managing client relationships to maximize growth and retention.