Wealth Advisor: Growth & Client Impact

TD Bank; Doylestown (Bucks County); On-site; USD 61,880 - 108,160; Full time

Job summary

TD Bank is seeking a Financial Advisor in Doylestown, PA to join a three-year program focused on delivering financial planning guidance and investment management solutions for TD Wealth clients.

The role emphasizes client service, relationship development, and meeting quarterly and annual sales goals while adhering to regulatory requirements. Strong communication, planning skills, and ability to travel within the market are required.

Qualifications

• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain within Licensing and Registration schedule.
• Bachelor's degree strongly preferred.

Responsibilities

• Provide financial planning guidance and investment management solutions.
• Deliver exemplary client service and build lasting client relationships.
• Achieve sales goals and participate in onboarding of new clients.
• Travel within assigned market to meet prospects and clients five days a week.

Skills

Client service

Financial planning

Consultative sales

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank is seeking a Financial Advisor in Doylestown, PA to join a three-year program focused on delivering financial planning guidance and investment management solutions for TD Wealth clients.

The role emphasizes client service, relationship development, and meeting quarterly and annual sales goals while adhering to regulatory requirements. Strong communication, planning skills, and ability to travel within the market are required.