Wealth Advisor: Financial Planning & Investments

TD Bank Group; Lowell (MA); Híbrido; USD 72.000 - 108.000; Jornada completa

Descripción de la vacante

TD Bank Group in Lowell, MA seeks a Financial Advisor at multiple levels to provide financial planning guidance and investment management solutions. You will serve as the central contact, onboarding clients and growing wallet share while meeting regulatory requirements.

The role requires licensing (SIE, Series 7, 63, and potentially Series 66) and a strong consultative sales background, with travel within the assigned market five days a week.

Formación

• 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) licensing or ability to obtain.
• Consultative sales experience required.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market to meet prospects, clients and partners five days a week.

Responsabilidades

• Provide financial planning guidance and selling investment management solutions.
• Service TD Wealth clients and grow share of wallet.
• Lead onboarding, discovery, and needs analysis for new clients.
• Collaborate with Retail and Wealth partners as needed.
• Meet quarterly and annual sales goals.

Conocimientos

Consultative sales

Communication skills

Time management

Relationship building

Educación

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

Series 66 or equivalent

Descripción del empleo

TD Bank Group in Lowell, MA seeks a Financial Advisor at multiple levels to provide financial planning guidance and investment management solutions. You will serve as the central contact, onboarding clients and growing wallet share while meeting regulatory requirements.

The role requires licensing (SIE, Series 7, 63, and potentially Series 66) and a strong consultative sales background, with travel within the assigned market five days a week.