Wealth Advisor: Craft Plans, Grow Client Wealth

TD Bank Group; North Palm Beach (FL); On-site; USD 72,280 - 108,160; Full time

Job summary

TD Bank Group in North Palm Beach, FL is seeking a Financial Advisor for a three-year program focused on financial planning guidance and investment management solutions. The FA will service TD Wealth clients, conduct client discovery, needs analysis, and develop goals-based advice while building strong client relationships.

The role requires licensing (SIE, Series 7, 63; Series 66 or equivalent), a Bachelor's degree, and strong communication. Occasional travel within the market is expected.

Qualifications

• Bachelor's degree preferred with relevant financial services knowledge.
• SIE, Series 7, Series 63 are required; Series 66 or equivalent obtainable.
• 2+ years advising, planning and investment sales experience.
• Strong communication and client relationship skills.

Responsibilities

• Provide financial planning guidance and investment recommendations to TD Wealth clients.
• Onboard new clients with discovery, needs analysis and goal setting.
• Develop and maintain client relationships to grow wallet share.
• Ensure compliance with regulations and complete required documentation.

Skills

Financial planning

Investment sales

Relationship building

Client service

Communication

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Bank Group in North Palm Beach, FL is seeking a Financial Advisor for a three-year program focused on financial planning guidance and investment management solutions. The FA will service TD Wealth clients, conduct client discovery, needs analysis, and develop goals-based advice while building strong client relationships.

The role requires licensing (SIE, Series 7, 63; Series 66 or equivalent), a Bachelor's degree, and strong communication. Occasional travel within the market is expected.