Wealth Advisor: Holistic Planning & Investment Guidance

TD; Bethpage (NY); On-site; USD 72,000 - 108,000; Full time

Job summary

TD in Bethpage, NY is seeking a Financial Advisor as part of a three-year program that combines financial planning guidance with selling investment management solutions. You will review client goals and provide investment recommendations aligned with their objectives, acting as the central contact for TD Wealth clients.

The role emphasizes onboarding, comprehensive needs analysis, and collaboration with centralized servicing and wealth partners to maximize client wallet share while meeting

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain within licensing schedule.

Responsibilities

• Provide financial planning guidance and investment sales to clients.
• Deliver legendary service to maximize retention and growth.
• Onboard new clients and complete discovery, needs analysis, and required documents.

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD in Bethpage, NY is seeking a Financial Advisor as part of a three-year program that combines financial planning guidance with selling investment management solutions. You will review client goals and provide investment recommendations aligned with their objectives, acting as the central contact for TD Wealth clients.

The role emphasizes onboarding, comprehensive needs analysis, and collaboration with centralized servicing and wealth partners to maximize client wallet share while meeting