Wealth Advisor: Client Planning & Growth Expert

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

Job summary

TD Wealth is seeking a Financial Advisor in North Palm Beach, FL, to deliver financial planning guidance and investment management solutions. The FA will serve as the central contact for TD Wealth clients, reviewing goals and providing tailored recommendations while building long-term relationships and cross-referrals.

The program is a three-year path with a forgivable draw, focusing on onboarding, advisory service, and achieving quarterly sales goals while adhering to regulatory and internal

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain all within Licensing & Registration.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market five days a week.
• Ability to commute within assigned territory.
• Consultative sales experience required.
• Proven ability to achieve sales goals.

Responsibilities

• Provide financial planning guidance and investment management solutions to TD Wealth clients.
• Review financial goals and make investment recommendations aligned to client goals.
• Onboard new clients through thorough discovery and needs analysis.
• Develop relationships to increase share of wallet and referrals.
• Maintain compliance with all regulations, policies and procedures.

Skills

Consultative sales

Communication skills

Time management

Client relationship building

Travel ability

Education

SIE, Series 7, Series 63

L&H and Series 66 or equivalent

Bachelor's degree strongly preferred

Job description

TD Wealth is seeking a Financial Advisor in North Palm Beach, FL, to deliver financial planning guidance and investment management solutions. The FA will serve as the central contact for TD Wealth clients, reviewing goals and providing tailored recommendations while building long-term relationships and cross-referrals.

The program is a three-year path with a forgivable draw, focusing on onboarding, advisory service, and achieving quarterly sales goals while adhering to regulatory and internal