Wealth Advisor: Grow Client Portfolios & Relationships

TD; Florida; On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Florida seeks a Financial Advisor to join a three-year program with a forgivable draw, delivering financial planning guidance and investments for TD Wealth clients. You will leverage experience to review goals, conduct needs analyses, and provide tailored advice, serving as the central contact for client service and relationship growth.

You will aim to expand wallet share by aligning wealth solutions to client goals, meeting regulatory and internal standards, and collaborating with

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of financial planning or investment sales.
• Licensing requirements include SIE, Series 7, Series 63.
• Series 66 or equivalent preferred or obtainable.
• Strong communication and organizational skills.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Deliver client service and build TD Wealth relationships.
• Meet quarterly and annual sales goals.
• Ensure compliance with regulations and internal policies.
• Coordinate with TD Wealth partners and specialists.

Skills

Strong communication skills

Financial sales

Client relationships

Regulatory compliance

Education

Bachelor's degree

SIE, Series 7, Series 63

Series 66 or equivalent

Job description

TD Wealth in Florida seeks a Financial Advisor to join a three-year program with a forgivable draw, delivering financial planning guidance and investments for TD Wealth clients. You will leverage experience to review goals, conduct needs analyses, and provide tailored advice, serving as the central contact for client service and relationship growth.

You will aim to expand wallet share by aligning wealth solutions to client goals, meeting regulatory and internal standards, and collaborating with