Wealth Advisor: Growth Path & Client-Focused Guidance

TD Bank Group; Pennsylvania; Vor Ort; USD 72.000 - 108.000; Vollzeit

Zusammenfassung

TD Bank Group in Aston, PA is launching a Financial Advisor program within TD Wealth. The role focuses on reviewing client goals, offering investment guidance, and expanding client relationships through strategic wealth solutions.

The program emphasizes onboarding, ongoing client reviews, and compliant service delivery across retail and wealth partners. Travel within the market will be required as part of daily activities.

Qualifikationen

• 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 all within Licensing & Registration Schedule.
• Self-directed with strong ability to plan activities to achieve sales and referral goals.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market to meet prospects, clients and partners five days a week.
• Ability to commute within assigned territory.
• Strong understanding of wealth management business development techniques.
• Strong understanding and experience interacting with retail and small business banking clients.
• Consultative sales experience required.
• Demonstrated ability to establish relationships and partner effectively with other departments.

Aufgaben

• Provide client service and develop relationships to grow wallet share in TD Wealth.
• Review financial goals and provide goals-based advice to clients.
• Lead onboarding and annual client reviews (ACR) with enhanced plans.
• Partner with Retail, Wealth and affiliates to deliver TD Wealth solutions.
• Ensure compliance with regulations, policies and procedures and uphold client confidentiality.

Kenntnisse

Investment sales

Financial planning

Client service

Regulatory compliance

Relationship management

Ausbildung

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Jobbeschreibung

TD Bank Group in Aston, PA is launching a Financial Advisor program within TD Wealth. The role focuses on reviewing client goals, offering investment guidance, and expanding client relationships through strategic wealth solutions.

The program emphasizes onboarding, ongoing client reviews, and compliant service delivery across retail and wealth partners. Travel within the market will be required as part of daily activities.