Wealth Advisor & Financial Planner - Client Growth

TD

Lowell (MA)

On-site

USD 72,000 - 108,000

Full time

4 days ago

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Benefits offered by this job

Growth opportunities

Competitive compensation

Job summary

TD in Lowell, MA is seeking a Financial Advisor for a three-year program designed to develop client-focused wealth planning and investment management skills. The role is the central point of contact for TD Wealth clients, delivering planning guidance and building trusted relationships.

Candidates should have a bachelor’s degree, plus SIE and Series 7/63 licensing (Series 66 if possible) and demonstrate consultative sales expertise.

Qualifications

Bachelor's degree strongly preferred; 2+ years advising and investment sales.
SIE, Series 7, and Series 63 required; Series 66 or ability to obtain.
L&H and Series 66 or equivalent licensing to be obtained.
Self-directed with strong ability to plan activities to achieve sales and referrals goals.

Responsibilities

Provide financial planning guidance and investment recommendations aligned to client goals.
Serve as primary TD Wealth contact and develop client relationships.
Achieve quarterly and annual sales goals and deepen wallet share.
Ensure compliance with all regulations and TD policies; deliver excellent service.
Coordinate annual client reviews and onboarding for new clients.