Wealth Advisor: Growth Path & Client Impact

TD; Rutland (VT); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Rutland, Vermont is seeking a Financial Advisor in a three-year program with a forgivable draw, focused on delivering financial planning guidance and wealth management solutions to our clients.

You will review client goals, conduct needs analyses, and coordinate with TD Wealth teams to provide a complete planning experience, while striving to achieve sales targets and supporting TD's client-centric service model.

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 all within the Licensing and Registration Schedule.
• 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.
• Proven ability to achieve sales goals.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• On-board and service TD Wealth clients, develop relationships and goals-based advice.
• Meet quarterly and annual sales goals.
• Refer opportunities to Retail and Wealth partners as needed.

Skills

Client service

Communication

Sales oriented

Time management

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth in Rutland, Vermont is seeking a Financial Advisor in a three-year program with a forgivable draw, focused on delivering financial planning guidance and wealth management solutions to our clients.

You will review client goals, conduct needs analyses, and coordinate with TD Wealth teams to provide a complete planning experience, while striving to achieve sales targets and supporting TD's client-centric service model.