Wealth Advisor: Growth & Planning

TD; Stamford (CT); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Stamford, CT, for a three-year program with a forgivable draw. You will provide financial planning guidance and investment solutions, serving as the primary contact to TD Wealth clients and driving growth across asset accumulation, preservation, and wealth management.

This role emphasizes compliant, client-centric service with ongoing reviews. The position requires licensure (SIE, Series 7, Series 63, and Series 66 or equivalent) and a strong

Qualifications

• Bachelor’s degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Licensing: L&H and Series 66 (or equivalent) or ability to obtain within schedule.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Onboard new clients with a complete discovery and needs analysis.
• Achieve quarterly and annual sales goals and deepen wallet share.
• Serve as central point of contact for TD Wealth client relationships.

Skills

Client relationship management

Financial planning guidance

Investment sales

Prospect/lead generation

Education

Bachelor’s degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Wealth is seeking a Financial Advisor in Stamford, CT, for a three-year program with a forgivable draw. You will provide financial planning guidance and investment solutions, serving as the primary contact to TD Wealth clients and driving growth across asset accumulation, preservation, and wealth management.

This role emphasizes compliant, client-centric service with ongoing reviews. The position requires licensure (SIE, Series 7, Series 63, and Series 66 or equivalent) and a strong