Wealth Advisor: Grow Client Wealth & Plans

TD; Silver Spring (MD); On-site; USD 62,000 - 108,000; Full time

Job summary

TD Wealth seeks a Financial Advisor to serve TD Wealth clients with goals-based financial planning and investment guidance. The FA role is a three-year program with a forgivable draw, aiming to deepen client relationships and drive growth through wealth solutions.

Candidates should have 2+ years advising clients, strong sales discipline, and licensing (SIE, Series 7/63/66). Willingness to travel within the market is expected.

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 ability to obtain within schedule.
• Advanced understanding of wealth products and services.

Responsibilities

• Develop financial plans and provide investment guidance to TD Wealth clients.
• Meet quarterly and annual sales goals.
• Grow wallet share by referring to TD Wealth partners and affiliates.

Skills

Investment planning

Financial planning

Client management

Communication

Sales ability

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth seeks a Financial Advisor to serve TD Wealth clients with goals-based financial planning and investment guidance. The FA role is a three-year program with a forgivable draw, aiming to deepen client relationships and drive growth through wealth solutions.

Candidates should have 2+ years advising clients, strong sales discipline, and licensing (SIE, Series 7/63/66). Willingness to travel within the market is expected.