Wealth Advisor & Financial Planning Specialist

TD Bank Group; Great Falls (VA); On-site; USD 79,000 - 118,000; Full time

Job summary

TD Bank Group in Great Falls, Virginia, is seeking a Financial Advisor for a three-year program with a forgivable draw. You will provide financial planning guidance and sell investment management solutions to TD Wealth clients, serving as the central contact for client service and relationship development.

The role focuses on helping clients achieve goals in asset accumulation, preservation, growth, and protection, while meeting regulatory requirements and building strong referrals across TD

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 and Registration Schedule
• Self-directed, with strong ability to plan own activities to achieve sales and referral goals
• Advanced understanding of wealth products and services
• Strong verbal and written communication skills

Responsibilities

• Provide financial planning guidance and investment recommendations aligning with client goals.
• Deliver exceptional client onboarding and ongoing service to TD Wealth clients.
• Aim to meet quarterly and annual sales goals and grow wallet share.
• Partner with Retail and Wealth teams to refer opportunities and services.
• Ensure compliance with regulations, policies, and Firm standards.

Skills

Financial planning

Client relationship management

Sales experience

Communication skills

Travel readiness

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank Group in Great Falls, Virginia, is seeking a Financial Advisor for a three-year program with a forgivable draw. You will provide financial planning guidance and sell investment management solutions to TD Wealth clients, serving as the central contact for client service and relationship development.

The role focuses on helping clients achieve goals in asset accumulation, preservation, growth, and protection, while meeting regulatory requirements and building strong referrals across TD