Wealth Advisor: Financial Planning & Growth

TD Bank Group; Andover (MA); Hybrid; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group in North Andover, MA invites applications for a three-year Financial Advisor (FA) program focused on financial planning and selling investment management solutions. You will review client goals, perform needs analyses, and build relationships to grow wallet share while delivering exceptional service.

Ideal candidates have 2+ years in advisory/investment sales, hold or will obtain SIE, Series 7, Series 63, and Series 66 (or equivalent).

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 the ability to obtain all within the licensing schedule.
• Must be eligible for FINRA registration and compliant with applicable rules.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Service client relationships and achieve sales goals.
• Perform needs analyses and present goals-based recommendations.
• Collaborate with TD Wealth partners to grow wallet share.
• Adhere to regulatory requirements and TD policies.

Skills

Consultative sales

Verbal & written communication

Time management

Travel within market

Relationship building

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Bank Group in North Andover, MA invites applications for a three-year Financial Advisor (FA) program focused on financial planning and selling investment management solutions. You will review client goals, perform needs analyses, and build relationships to grow wallet share while delivering exceptional service.

Ideal candidates have 2+ years in advisory/investment sales, hold or will obtain SIE, Series 7, Series 63, and Series 66 (or equivalent).