Wealth Advisor – Naples, FL (Client Planning & Growth)

TD Bank; Naples (FL); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Comprehensive benefits package

Career development programs

Flexible work arrangements

Job summary

TD Bank in Naples, Florida is seeking a Financial Advisor to drive revenue through client relationship management and tailored financial solutions. This role requires a commitment to customer service and strong expertise in financial planning and investments.

The ideal candidate will have a bachelor's degree, relevant sales experience, and various financial licenses. This position offers competitive compensation between $72,280 and $108,160, aligned with skills and experience.

Qualifications

• 2+ years of providing advice, planning, and investment sales.
• Ability to travel within assigned market to meet prospects.
• Strong understanding of wealth management techniques.

Responsibilities

• Provide financial planning guidance and investment management solutions.
• Manage client relationships and ensure high retention.
• Achieve quarterly and annual sales goals.

Skills

Customer-centric service

Investment knowledge

Financial planning

Strong communication

Sales experience

Education

Bachelor's degree

SIE, Series 7, Series 63

Job description

TD Bank in Naples, Florida is seeking a Financial Advisor to drive revenue through client relationship management and tailored financial solutions. This role requires a commitment to customer service and strong expertise in financial planning and investments.

The ideal candidate will have a bachelor's degree, relevant sales experience, and various financial licenses. This position offers competitive compensation between $72,280 and $108,160, aligned with skills and experience.