Wealth Advisor: Growth Path & Equity Eligible

TD Bank, N.A.; Longmeadow (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank, N.A. in Longmeadow, MA is seeking a Financial Advisor for a three-year program focused on financial planning guidance and investment management solutions.

The FA will review client goals and deliver goal-based advice while serving as the central point of contact for TD Wealth clients. Candidates typically have 2+ years in advisory roles; required licenses SIE, Series 7, Series 63, or equivalent; L&H and Series 66 may be required.

Qualifications

• ,

Responsibilities

• Provide financial planning guidance and investment recommendations aligned with client goals
• Deliver complete onboarding for new TD Wealth clients including discovery and needs analysis
• Maintain ongoing client relationships and conduct Annual Client Reviews (ACR)
• Collaborate with TD Wealth and Retail/Small Business teams to optimize referrals and wallet share
• Ensure compliance with regulatory requirements and internal policies

Skills

SIE

Series 7

Series 63

Series 66

strong communication

Education

Bachelor's degree

Job description

TD Bank, N.A. in Longmeadow, MA is seeking a Financial Advisor for a three-year program focused on financial planning guidance and investment management solutions.

The FA will review client goals and deliver goal-based advice while serving as the central point of contact for TD Wealth clients. Candidates typically have 2+ years in advisory roles; required licenses SIE, Series 7, Series 63, or equivalent; L&H and Series 66 may be required.