Wealth Advisor: Personal Planning & Growth

TD; Union City (NJ); On-site; USD 67,000 - 118,000; Full time

Job summary

The Financial Advisor program at TD Wealth in Union City, New Jersey, is a three-year development track with a forgivable draw, aimed at advising clients and selling investment management solutions. You will review goals, provide goals-based recommendations and service TD Wealth clients to grow wallet share while delivering exceptional client experience.

Candidates typically hold a Bachelor's degree, 2+ years of advisory and investment sales experience, and licensing including SIE, Series 7 and

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.

Responsibilities

• Onboard NEW clients with comprehensive discovery and needs analysis.
• Provide goals-based financial planning and investment recommendations.
• Develop and maintain client relationships to achieve greater wallet share.
• Promote lead generation and referrals to Retail and Wealth partners.
• Ensure compliance with all regulations and firm policies.

Skills

Investment sales

Client service

Lead generation

Regulatory compliance

Education

Bachelor's degree strongly preferred

Job description

The Financial Advisor program at TD Wealth in Union City, New Jersey, is a three-year development track with a forgivable draw, aimed at advising clients and selling investment management solutions. You will review goals, provide goals-based recommendations and service TD Wealth clients to grow wallet share while delivering exceptional client experience.

Candidates typically hold a Bachelor's degree, 2+ years of advisory and investment sales experience, and licensing including SIE, Series 7 and