Wealth Advisor: Personal Planning & Client Growth

TD; New York (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth in New York seeks a Financial Advisor for a three-year program providing financial planning guidance and investment solutions. The FA will review goals and deliver wealth planning aligned with client objectives while building strong client relationships.

The role requires experience in investments and planning, a strong customer focus, and licensing (SIE, Series 7/63, Series 66 or equivalent). Travel within the market is expected.

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain them.
• Bi-Lingual Spanish Speaking Preferred.

Responsibilities

• Sell investments and provide financial planning.
• On-board new clients with discovery and needs analysis.
• Meet quarterly and annual sales goals.
• Serve as primary contact for TD Wealth clients and coordinate with partners.

Skills

Bilingual Spanish

Client communication

Time management

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Wealth in New York seeks a Financial Advisor for a three-year program providing financial planning guidance and investment solutions. The FA will review goals and deliver wealth planning aligned with client objectives while building strong client relationships.

The role requires experience in investments and planning, a strong customer focus, and licensing (SIE, Series 7/63, Series 66 or equivalent). Travel within the market is expected.