Wealth Advisor: Planning & Client Growth

TD; Ludlow (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Ludlow, Massachusetts, invites experienced financial professionals to join a three-year Financial Advisor program offering a forgivable draw. You will review clients' goals, provide planning guidance, and sell investment management solutions while building lasting client relationships.

The role requires strong advisory skills, a customer-centric mindset, and compliance with FINRA and TD policies. Travel within the market and ongoing licensing are part of the opportunity.

Qualifications

• Bachelor's degree strongly preferred with licensure in finance.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7 and Series 63 required; Series 66 or equivalent desirable.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Complete client onboarding and needs analysis for goals-based advice.
• Achieve quarterly and annual sales goals while ensuring regulatory compliance.
• Collaborate with TD partners to grow wallet share.

Skills

Client service excellence

Wealth management

Financial planning

Consultative sales

Lead generation

Education

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Wealth in Ludlow, Massachusetts, invites experienced financial professionals to join a three-year Financial Advisor program offering a forgivable draw. You will review clients' goals, provide planning guidance, and sell investment management solutions while building lasting client relationships.

The role requires strong advisory skills, a customer-centric mindset, and compliance with FINRA and TD policies. Travel within the market and ongoing licensing are part of the opportunity.