Wealth Advisor: Growth‑Focused Client Planning

TD Bank Group; Village of Great Neck Plaza (NY); Sur place; USD 79 000 - 118 000; Plein temps

Résumé du poste

TD Wealth in Great Neck, NY is seeking a Financial Advisor as part of a three-year program with a forgivable draw. You will leverage experience to provide financial planning guidance and investment management solutions, servicing TD Wealth clients to grow wallet share and help clients achieve goals in asset accumulation, preservation, and growth.

The role emphasizes client service, onboarding, and collaboration with wealth partners, with experience in sales and a strong compliance mindset.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Must obtain Series 66 (or equivalent).
• Self-directed with strong ability to plan own activities to achieve sales goals.
• Travel within assigned market five days a week.

Responsabilités

• Provide financial planning guidance and investment recommendations.
• Deliver customer-centric service to maximize retention and growth.
• Lead generation and client onboarding.
• Conduct Annual Client Reviews (ACR) with enhanced planning focus.
• Collaborate with TD Retail and Wealth partners as needed.
• Meet quarterly and annual sales goals.
• Support TD Wealth client relationships and compliance requirements.

Connaissances

Client service

Financial planning

Sales

Relationship building

Formation

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Outils

License: SIE

License: Series 7

License: Series 63

License: Series 66

Description du poste

TD Wealth in Great Neck, NY is seeking a Financial Advisor as part of a three-year program with a forgivable draw. You will leverage experience to provide financial planning guidance and investment management solutions, servicing TD Wealth clients to grow wallet share and help clients achieve goals in asset accumulation, preservation, and growth.

The role emphasizes client service, onboarding, and collaboration with wealth partners, with experience in sales and a strong compliance mindset.