Wealth Advisor: Guided Planning & Client Growth

TD; Florida; On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Pembroke Pines, FL. The FA role is a three-year program focused on financial planning guidance, investment recommendations, and growing client relationships to meet goals.

Required: Bachelor's degree; licenses SIE, Series 7, Series 63 (L&H/66 or equivalent preferred); strong sales and communication skills; ability to travel within the market to meet clients and partners. TD’s Total Rewards package supports growth.

Qualifications

• Bachelor’s degree required or strongly preferred.
• Licensing: SIE, Series 7, Series 63 (L&H and Series 66 or equivalent preferred).
• Proven track record in sales and investment advisory services.

Responsibilities

• Develop and manage TD Wealth client relationships to achieve share of wallet.
• Provide financial planning guidance and investment recommendations.
• Meet quarterly and annual sales goals while ensuring compliant, high-quality service.
• Coordinate onboarding, client discovery, needs analysis, and maintenance reviews.
• Collaborate with TD Wealth partners and affiliates to serve client needs.

Skills

Client relationship management

Sales experience

Consultative selling

Wealth management knowledge

Communication skills

Education

Bachelor’s degree strongly preferred

SIE

Series 7

Series 63

L&H and Series 66 or equivalent

Job description

TD Wealth is seeking a Financial Advisor in Pembroke Pines, FL. The FA role is a three-year program focused on financial planning guidance, investment recommendations, and growing client relationships to meet goals.

Required: Bachelor's degree; licenses SIE, Series 7, Series 63 (L&H/66 or equivalent preferred); strong sales and communication skills; ability to travel within the market to meet clients and partners. TD’s Total Rewards package supports growth.