Wealth Advisor: Guide Clients to Financial Goals

TD; Delray Beach (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor candidate in Delray Beach, FL. The program spans three years, focusing on financial planning guidance and investment management solutions for TD Wealth clients.

The role aims to build strong client relationships, achieve sales goals, and deliver a best-in-class client experience while navigating regulatory requirements and collaborating with TD partners.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7 and Series 63 required.
• L&H and Series 66 (or ability to obtain) or equivalent licensing.
• Strong verbal and written communication skills.
• Willingness to travel within assigned market five days a week.

Responsibilities

• Sell investments and provide financial planning guidance to TD Wealth clients.
• Deliver legendary service to maximize client retention and growth.
• Lead complete onboarding, client discovery and needs analysis for goals-based advice.
• Meet quarterly and annual sales goals and expand wallet share.
• Coordinate with TD Wealth partners and adhere to regulatory requirements.

Skills

Sales experience

Wealth management knowledge

Relationship building

Communication skills

Education

Bachelor's degree (preferred)

SIE, Series 7, Series 63

Series 66 or equivalent

Job description

TD Wealth is seeking a Financial Advisor candidate in Delray Beach, FL. The program spans three years, focusing on financial planning guidance and investment management solutions for TD Wealth clients.

The role aims to build strong client relationships, achieve sales goals, and deliver a best-in-class client experience while navigating regulatory requirements and collaborating with TD partners.