Wealth Advisor: Plan, Guide & Grow Client Wealth

TD; Hartford (CT); On-site; USD 72,000 - 108,000; Full time

Job summary

The Financial Advisor role at TD Wealth in Hartford is a three-year program with a forgivable draw, for financial advisors who will provide financial planning guidance and investment management solutions. The FA will leverage experience to service TD Wealth clients by reviewing goals and making aligned investment recommendations, becoming the central contact for client service and relationship growth.

The role emphasizes a compliant, client-centric service model, cross-team collaboration, and

Qualifications

• Bachelor's degree preferred and relevant licensing is required.
• Licensing requirements include SIE, Series 7, Series 63 and Series 66 or equivalent.
• Strong understanding of wealth products and services.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Review client goals and make suitable investment recommendations.
• Onboard new clients and conduct annual client reviews with TD Wealth team.

Skills

Customer focus

Relationship building

Consultative sales

Time management

Travelability

Education

Bachelor's degree strongly preferred

Licensing: SIE, Series 7, Series 63

L&H and Series 66 (or equivalent)

Job description

The Financial Advisor role at TD Wealth in Hartford is a three-year program with a forgivable draw, for financial advisors who will provide financial planning guidance and investment management solutions. The FA will leverage experience to service TD Wealth clients by reviewing goals and making aligned investment recommendations, becoming the central contact for client service and relationship growth.

The role emphasizes a compliant, client-centric service model, cross-team collaboration, and