Wealth Advisor: Growth & Client Planning

TD Bank; Pennsylvania; On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Health and well-being benefits

Paid time off

Career development opportunities

Job summary

TD Bank is seeking a Financial Advisor in Newtown, PA to join their wealth management team. The advisor will provide tailored financial planning guidance and investment solutions, while ensuring exceptional client service and relationship management.

Ideal candidates should possess a Bachelor's degree and relevant experience in sales and financial advice. The position offers comprehensive training, competitive salary, and growth opportunities within a supportive work environment.

Qualifications

• 2+ years providing advice, planning, and investment sales experience.
• Ability to travel within assigned market to meet prospects and clients.
• Strong verbal and written communication skills.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Serve as the primary point of contact for TD Wealth client relationships.
• Ensure all NEW clients receive a comprehensive onboarding experience.

Skills

Customer-centric service

Investment management solutions

Sales experience

Financial planning guidance

Networking

Education

Bachelor's degree

SIE

Series 7

Series 63

Job description

TD Bank is seeking a Financial Advisor in Newtown, PA to join their wealth management team. The advisor will provide tailored financial planning guidance and investment solutions, while ensuring exceptional client service and relationship management.

Ideal candidates should possess a Bachelor's degree and relevant experience in sales and financial advice. The position offers comprehensive training, competitive salary, and growth opportunities within a supportive work environment.