Wealth Advisor: Craft Plans & Grow Client Portfolios

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

Job summary

TD Bank in Cambridge, Massachusetts is hiring a Financial Advisor through a three-year program designed to deliver comprehensive financial planning and investment management guidance. You will review client goals, make investment recommendations, and serve as the central point of contact for TD Wealth clients.

You will onboard clients, conduct needs analyses, coordinate with the TD Wealth team, and strive to expand wallet share while adhering to regulations and TD policies.

Qualifications

• Bachelor's degree preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63; Series 66 or ability to obtain.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Onboard new clients and conduct discovery and needs analysis.
• Achieve sales goals and grow client wallet share.
• Collaborate with TD Wealth team and adhere to regulations.

Skills

SIE

Series 7

Series 63

Series 66

Consultative sales

Education

Bachelor's degree

Job description

TD Bank in Cambridge, Massachusetts is hiring a Financial Advisor through a three-year program designed to deliver comprehensive financial planning and investment management guidance. You will review client goals, make investment recommendations, and serve as the central point of contact for TD Wealth clients.

You will onboard clients, conduct needs analyses, coordinate with the TD Wealth team, and strive to expand wallet share while adhering to regulations and TD policies.