Wealth Advisor: Personal Planning & Growth

TD; Flourtown (PA); On-site; USD 54,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor for a three-year program to develop advisers who will provide financial planning guidance and investment solutions. The FA will review clients' goals and recommend strategies to grow and protect wealth, serving as the central point of contact for service and relationship development.

This role requires experience in selling investments and delivering a comprehensive onboarding, needs analysis, and ongoing annual reviews, with strong customer focus and

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63; required or obtainable.
• Strong knowledge of wealth products and services.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Onboard new clients with discovery, needs analysis and plan development.
• Deliver ongoing, proactive client reviews and wealth management guidance.
• Meet quarterly and annual sales goals and referral targets.
• Comply with FINRA regulations and firm policies.
• Develop relationships with TD Wealth clients and partners.

Skills

Investment sales

Financial planning

Client service

Regulatory compliance

Communication skills

Time management

Education

Bachelor's degree

SIE license

Series 7

Series 63

Series 66

L&H

Job description

TD Wealth is seeking a Financial Advisor for a three-year program to develop advisers who will provide financial planning guidance and investment solutions. The FA will review clients' goals and recommend strategies to grow and protect wealth, serving as the central point of contact for service and relationship development.

This role requires experience in selling investments and delivering a comprehensive onboarding, needs analysis, and ongoing annual reviews, with strong customer focus and