Wealth Advisor – NYC (3-Year Growth Program)

TD

New York (NY)

On-site

USD 69,000 - 118,000

Full time

2 days ago

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Job summary

TD Wealth is seeking a Financial Advisor as part of a three-year program designed to provide comprehensive financial planning and investment management solutions. The role focuses on servicing TD Wealth clients, reviewing goals, and delivering tailored recommendations to grow client wallet share.

Ideal candidates will have 2+ years in advisory roles, relevant licensing, and strong communication skills. This position involves travel within the assigned market and adherence to regulatory

Qualifications

Experience selling investments and providing financial plans.
Commitment to delivering customer-centric service to maximize retention and growth.
Complete onboarding process with client discovery, needs analysis, and documented steps.
Ability to generate leads and refer business to partners.
Travel within assigned market to meet prospects and clients five days a week.

Responsibilities

Serve as central point of contact for TD Wealth clients.
Review financial goals and make investment recommendations aligned to client goals.
Provide wealth guidance and manage client relationships to increase share of wallet.
Ensure compliance with regulations, policies and procedures.
Conduct Annual Client Review meetings with enhanced client-focused agendas.

Skills

Investments sales

Financial planning

Client relationship mgmt

Regulatory compliance

Communication skills

Education

Bachelor's degree preferred

SIE, Series 7, Series 63

Job description

Ideal candidates will have 2+ years in advisory roles, relevant licensing, and strong communication skills. This position involves travel within the assigned market and adherence to regulatory

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