Wealth Advisor – Growth Path & Client Impact

TD; Ramsey (NJ); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor as part of a three-year program designed to develop consultants who provide financial planning guidance and investment solutions.

The role focuses on serving TD Wealth clients by reviewing goals, delivering planning-based advice, and originating investment solutions while maintaining strong client relationships across TD Bank and TD Wealth partners.

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 licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.

Responsibilities

• Serve as central point of contact for TD Wealth clients.
• Provide client service and develop client relationships to increase share of wallet.
• Review financial goals and make aligned investment recommendations.
• Ensure onboarding experience and smooth client service for new and existing clients.
• Meet quarterly and annual sales goals.
• Adhere to regulatory requirements and firm policies.

Skills

Client service

Relationship building

Sales

Communication

Finanical planning

Regulatory compliance

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 or equivalent

Tools

N/A

Job description

TD Wealth is seeking a Financial Advisor as part of a three-year program designed to develop consultants who provide financial planning guidance and investment solutions.

The role focuses on serving TD Wealth clients by reviewing goals, delivering planning-based advice, and originating investment solutions while maintaining strong client relationships across TD Bank and TD Wealth partners.