Wealth Advisor: Planning & Client Growth

TD Bank Group (TD); Springfield (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group is seeking candidates for a Financial Advisor program in Springfield, MA. This three-year program provides a forgivable draw while you deliver financial planning guidance and investment solutions to TD Wealth clients.

The role emphasizes onboarding new clients, needs analyses, and a goals-based advisory process to grow wallet share and achieve client goals across asset accumulation, preservation, growth, and protection.

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 within Licensing Schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational & time management skills.
• Travel within assigned market to meet prospects, clients and partners five days a week.
• Able to commute within assigned territory.

Responsibilities

• Sell investments and provide financial plans.
• Deliver legendary service to maximize client retention and growth.
• Manage new client onboarding and discovery, needs analyses and documentation.
• Partner to promote lead generation and client reviews (ACR).
• Meet quarterly and annual sales goals.
• Refer opportunities to Retail and Wealth partners when appropriate.
• Ensure compliance with FINRA and TD policies.

Skills

Client service

Sales & advisory

Wealth management

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank Group is seeking candidates for a Financial Advisor program in Springfield, MA. This three-year program provides a forgivable draw while you deliver financial planning guidance and investment solutions to TD Wealth clients.

The role emphasizes onboarding new clients, needs analyses, and a goals-based advisory process to grow wallet share and achieve client goals across asset accumulation, preservation, growth, and protection.