Wealth Advisor in Training

TD Bank, N.A.

Pennsylvania

On-site

USD 36,000 - 54,000

Full time

3 days ago

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Job summary

TD Bank, N.A. is seeking a Trainee Advisor in Aston, PA, with a path to an Advisor role within TD Wealth.

You will meet with prospects and clients to analyze financial information, educate on investment and insurance strategies, and tailor solutions to goals while developing a trusted client relationship. This role emphasizes fiduciary client service, ongoing reviews, and collaboration with TD Wealth partners.

Qualifications

Bachelor's Degree strongly preferred.
1+ years of relevant work experience or college degree.
SIE required.
Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration.
Self‑directed scheduling with strong planning to achieve goals.
Willingness to travel to FA training class and in‑person training five days a week.

Responsibilities

Actively calls and meets with TD Bank customers and prospects to deepen relationships and identify needs.
Uses a financial needs assessment tool to identify annuity and insurance sales opportunities.
Provides direct sales and fulfillment of insurance and annuity solutions where suitable.
Educates TD Bank staff on wealth products and offerings, including training on annuities and insurance products.
Maintains ongoing relationships with insurance and annuity clients and referrals to TD Wealth.