Wealth Advisor – Goals-Based Planning & Client Growth

TD Bank, N.A.; Collegeville (PA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank in Collegeville, PA, is offering a three-year Financial Advisor program focused on providing financial planning guidance and selling investment management solutions. The role emphasizes servicing TD Wealth clients, achieving sales goals, and delivering a premier client experience.

Applicants should have a Bachelor's degree (preferred) and 2+ years in advice, planning or investment sales, along with required securities licenses. Extensive travel within the market may be required.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Series 66 (or ability to obtain) or equivalent licensing.
• Ability to travel within assigned market five days a week.

Responsibilities

• Sell investments and provide financial plans.
• Deliver goals-based advice through client discovery and needs analysis.
• Onboard new clients and coordinate with the centralized servicing team.
• Achieve quarterly and annual sales goals and grow wallet share.
• Ensure compliance with regulations and internal policies.

Skills

Financial planning

Investment sales

Client service

Regulatory compliance

Licensing: SIE

Series 7

Series 63

Series 66

Team collaboration

Education

Bachelor's degree

Job description

TD Bank in Collegeville, PA, is offering a three-year Financial Advisor program focused on providing financial planning guidance and selling investment management solutions. The role emphasizes servicing TD Wealth clients, achieving sales goals, and delivering a premier client experience.

Applicants should have a Bachelor's degree (preferred) and 2+ years in advice, planning or investment sales, along with required securities licenses. Extensive travel within the market may be required.