Wealth Advisor: Financial Planning & Investments

TD; Freehold (NJ); On-site; USD 62,000 - 108,000; Full time

Job summary

The Financial Advisor (FA) program at TD Wealth is a three-year development track with a forgivable draw, designed for financial advisors or planners who will provide financial planning guidance and invest­ment management solutions to TD Wealth clients. You will review goals and make recommendations aligned to client objectives, serving as the central contact for client service and relationship growth.

You will: onboard new clients, conduct needs analyses, coordinate with the servicing team, and

Qualifications

• Bachelor's degree preferred.
• 2+ years in advice, planning and investment sales.
• SIE, Series 7, Series 63 required; L&H/Series 66 eligibility.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Build and maintain client relationships to grow wallet share.
• Ensure onboarding and ongoing client reviews align with goals.

Skills

Investment sales

Financial planning

Client service

Relationship building

Education

Bachelor's degree

SIE/Series 7/63

L&H/Series 66 eligibility

Job description

The Financial Advisor (FA) program at TD Wealth is a three-year development track with a forgivable draw, designed for financial advisors or planners who will provide financial planning guidance and invest­ment management solutions to TD Wealth clients. You will review goals and make recommendations aligned to client objectives, serving as the central contact for client service and relationship growth.

You will: onboard new clients, conduct needs analyses, coordinate with the servicing team, and