Wealth Advisor: Growth Path & Client Planning

TD Bank Group (TD); Massachusetts; On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group in North Andover, MA, seeks Financial Advisor trainees in a three-year program with forgivable draw. You will provide financial planning guidance, review goals, and recommend investment solutions, acting as the central contact to grow client relationships and wallet share.

The role emphasizes onboarding new clients, thorough needs analyses, compliance with FINRA rules, and collaboration with TD Wealth partners.

Qualifications

• Bachelor's degree strongly preferred.
• Licensing required: SIE, Series 7, Series 63; Series 66 or ability to obtain.
• Strong knowledge of wealth products and services.
• Excellent verbal and written communication skills.
• Willingness to travel within assigned market five days a week.

Responsibilities

• Provide financial planning guidance and investment solutions for TD Wealth clients.
• Deliver outstanding client service to maximize retention and wallet share.
• Conduct thorough client discovery and needs analysis.
• Coordinate with TD Wealth partners to fulfill client needs.
• Achieve quarterly and annual sales goals.

Skills

Investment sales

Financial planning

Client relationship

Lead generation

Regulatory compliance

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank Group in North Andover, MA, seeks Financial Advisor trainees in a three-year program with forgivable draw. You will provide financial planning guidance, review goals, and recommend investment solutions, acting as the central contact to grow client relationships and wallet share.

The role emphasizes onboarding new clients, thorough needs analyses, compliance with FINRA rules, and collaboration with TD Wealth partners.