Wealth Advisor: Personal Finance & Investment Guidance

TD Bank, N.A.; Manchester (NH); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank, N.A. is seeking a Financial Advisor within TD Wealth in Manchester, NH. The role focuses on onboarding new clients, conducting client discovery, performing needs analysis, and delivering goals-based wealth planning.

The candidate should have 2+ years of investment sales experience, SIE/Series 7/63, and be prepared to obtain Series 66. Travel within the market is required, and a strong client-centric service approach is essential for growth.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Strong verbal and written communication skills.
• Self-directed with the ability to plan activities to achieve sales/referral goals.
• Advanced understanding of wealth products and services.

Responsibilities

• Serve as the primary contact for TD Wealth client relationships and manage all aspects of client relationships.
• Onboard new clients with discovery and needs analysis to provide goals-based advice.
• Meet quarterly and annual sales goals and deepen wallet share.

Skills

Client relationship skills

Verbal communication

Written communication

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank, N.A. is seeking a Financial Advisor within TD Wealth in Manchester, NH. The role focuses on onboarding new clients, conducting client discovery, performing needs analysis, and delivering goals-based wealth planning.

The candidate should have 2+ years of investment sales experience, SIE/Series 7/63, and be prepared to obtain Series 66. Travel within the market is required, and a strong client-centric service approach is essential for growth.