Wealth Advisor – NYC Planning & Client Growth

TD Bank; New York (NY); On-site; USD 76,520 - 117,520; Full time

Job summary

TD Bank in Manhattan, NY seeks a Financial Advisor for a three-year program designed to develop client-focused wealth management professionals. You will provide financial planning guidance and investment recommendations to TD Wealth clients, serving as the central contact for wealth needs.

The role emphasizes onboarding, annual reviews, lead generation, and compliant advisory practices, with opportunities to advance within TD Wealth across Retail and Private Bank teams.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63; Series 66 or ability to obtain.

Responsibilities

• Provide financial planning guidance and investment recommendations to TD Wealth clients.
• Serve as central contact for client service and relationship development to grow wallet share.
• Ensure onboarding, client discovery, needs analysis, and annual client reviews are completed for each new client.

Skills

Strong communication skills

Client relationship management

Financial planning

Sales & referral generation

Attention to regulatory requirements

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66

CRM / wealth management tools

Job description

TD Bank in Manhattan, NY seeks a Financial Advisor for a three-year program designed to develop client-focused wealth management professionals. You will provide financial planning guidance and investment recommendations to TD Wealth clients, serving as the central contact for wealth needs.

The role emphasizes onboarding, annual reviews, lead generation, and compliant advisory practices, with opportunities to advance within TD Wealth across Retail and Private Bank teams.