Wealth Advisor: Client Planning & Investments

TD; Vineland (NJ); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth invites you to join a three-year Financial Advisor program in Vineland, NJ, focused on providing financial planning guidance and investment management solutions. You will review client goals and make recommendations while serving as the central contact to build lasting relationships and grow wallet share.

You will leverage experience to deliver compliant, exceptional service and collaborate with TD Wealth and affiliate partners to meet client wealth objectives.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Demonstrates a commitment to customer-centric service.
• Thorough onboarding and needs analysis processes.
• Strong knowledge of wealth products and services.
• Excellent communication and organizational skills.
• Willingness to travel within market.

Responsibilities

• Sell investments and provide financial plans.
• Develop and maintain client relationships to increase wallet share.
• Conduct client discovery and needs analysis.
• Coordinate with centralized servicing team as needed.
• Meet quarterly and annual sales goals.
• Ensure compliance with regulations and firm policies.

Skills

Investment sales

Client service

Communication skills

Time management

Travel ability

Relationship building

Consultative selling

Regulatory knowledge

Education

Bachelor's degree strongly preferred

Tools

SIE license

Series 7

Series 63

Series 66

Job description

TD Wealth invites you to join a three-year Financial Advisor program in Vineland, NJ, focused on providing financial planning guidance and investment management solutions. You will review client goals and make recommendations while serving as the central contact to build lasting relationships and grow wallet share.

You will leverage experience to deliver compliant, exceptional service and collaborate with TD Wealth and affiliate partners to meet client wealth objectives.