Wealth Advisor & Planner: Client-Focused Investing

TD; Bellmawr (NJ); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Bellmawr, New Jersey seeks a Financial Advisor to join a three-year program focused on providing financial planning guidance and selling investment management solutions. The advisor will review client goals, offer goals-based advice, and be the central contact for client service to grow share of wallet.

The role requires onboarding new clients, conducting needs analyses, meeting sales goals, and coordinating with TD Wealth partners while ensuring compliant practice.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain all within Licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market five days a week.
• Consultative sales experience required.
• Proven ability to achieve sales goals.

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service at every interaction.
• Complete onboarding for new clients and perform needs analysis.
• Promote lead generation and referrals.
• Meet quarterly and annual sales goals.
• Advise and manage client portfolios for wealth growth.
• Collaborate with TD Wealth and other partners.
• Ensure compliance with regulatory policies.

Skills

Client relationships

Financial planning

Sales experience

Regulatory knowledge

Education

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Wealth in Bellmawr, New Jersey seeks a Financial Advisor to join a three-year program focused on providing financial planning guidance and selling investment management solutions. The advisor will review client goals, offer goals-based advice, and be the central contact for client service to grow share of wallet.

The role requires onboarding new clients, conducting needs analyses, meeting sales goals, and coordinating with TD Wealth partners while ensuring compliant practice.