Wealth Advisor – Growth Path & Client Planning

TD; Portland (ME); Sur place; USD 72 000 - 108 000; Plein temps

Résumé du poste

TD Wealth is seeking a Financial Advisor in a structured three-year program to deliver financial planning guidance and investment management solutions. You will review client goals and provide goals-based advice, serving as the central point of contact to grow the relationship and wallet share.

The role requires 2+ years in advisory roles, SIE, Series 7, Series 63, and ideally Series 66 or ability to obtain. You will travel within the market and drive compliant, results-oriented service.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain within licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.

Responsabilités

• Provide financial planning guidance and investment management solutions to TD Wealth clients.
• Deliver customer-centric service to maximize retention and growth.
• Complete onboarding, needs analysis, and client documentation for new clients.
• Partner to promote lead generation and referrals across TD teams.
• Achieve quarterly and annual sales goals while ensuring regulatory compliance.

Connaissances

Strong communication

Client service

Sales acumen

Time management

Market travel

Formation

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Description du poste

TD Wealth is seeking a Financial Advisor in a structured three-year program to deliver financial planning guidance and investment management solutions. You will review client goals and provide goals-based advice, serving as the central point of contact to grow the relationship and wallet share.

The role requires 2+ years in advisory roles, SIE, Series 7, Series 63, and ideally Series 66 or ability to obtain. You will travel within the market and drive compliant, results-oriented service.