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

TD Bank; Great Barrington (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank’s TD Wealth division seeks a Financial Advisor as part of a three-year program with a forgivable draw. This role focuses on providing financial planning guidance and selling investment management solutions for TD Wealth clients.

You will review financial goals and deliver tailored investment recommendations to grow client wealth. As the central contact for client relationships, you will ensure onboarding, conduct needs analyses, and collaborate with TD Wealth partners to offer broader

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 within Licensing and Registration Schedule
• Strong verbal and written communication skills.

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service to maximize client retention and growth.
• Ensure new clients receive a complete onboarding with discovery and needs analysis.
• Partner and promote lead generation within the TD Wealth ecosystem.
• Meet quarterly and annual sales goals and deepen wallet share.

Skills

Client service

Relationship building

Sales orientation

Communication skills

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Bank’s TD Wealth division seeks a Financial Advisor as part of a three-year program with a forgivable draw. This role focuses on providing financial planning guidance and selling investment management solutions for TD Wealth clients.

You will review financial goals and deliver tailored investment recommendations to grow client wealth. As the central contact for client relationships, you will ensure onboarding, conduct needs analyses, and collaborate with TD Wealth partners to offer broader