Wealth Advisor: Planning & Client Growth

TD; Newtown (PA); Sur place; USD 72 000 - 108 000; Plein temps

Résumé du poste

TD Wealth is seeking a Financial Advisor in Newtown, PA for a three-year program with a forgivable draw. You will review client goals, provide wealth-management guidance, and offer investment solutions while building deep client relationships.

The role focuses on onboarding new clients, delivering tailored planning, and meeting sales objectives in a fast-paced environment. Licensing and ongoing education are required to maintain compliance and growth.

Qualifications

• Bachelor's degree preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63 required; Series 66 or equivalent or ability to obtain.
• Strong verbal and written communication skills.
• Advanced understanding of wealth products and services.
• Ability to travel within assigned market five days a week.

Responsabilités

• Sell investments and provide financial planning guidance.
• Deliver customer-centric service to maximize retention and growth.
• Complete client discovery and needs analysis for goals-based advice.
• Lead client onboarding and introduce centralized servicing.
• Meet quarterly and annual sales goals.
• Refer opportunities to Retail and Wealth partners as needed.
• Ensure compliance with all regulations and firm policies.

Connaissances

Sales experience

Financial planning

Communication skills

Time management

Market travel

Formation

Bachelor's degree

Outils

SIE license

Series 7 license

Series 63 license

Series 66 license

L&H license

Description du poste

TD Wealth is seeking a Financial Advisor in Newtown, PA for a three-year program with a forgivable draw. You will review client goals, provide wealth-management guidance, and offer investment solutions while building deep client relationships.

The role focuses on onboarding new clients, delivering tailored planning, and meeting sales objectives in a fast-paced environment. Licensing and ongoing education are required to maintain compliance and growth.