Wealth Advisor: Planning, Growth & Client Impact

TD; Westfield (MA); Vor Ort; USD 72.000 - 108.000; Vollzeit

Zusammenfassung

TD is seeking a Financial Advisor in Westfield, MA to guide clients through planning and investment decisions. The role focuses on providing tailored wealth guidance, onboarding clients, and growing share of wallet within TD Wealth.

The position requires licensure (SIE, Series 7, 63; L&H/66 or equivalents) and a strong drive to meet sales goals while delivering excellent service in a fast-paced environment.

Qualifikationen

• 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 the ability to obtain all within the Licensing and Registration 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 to meet prospects, clients and partners five days a week.

Aufgaben

• Provide financial planning guidance and investment sales to TD Wealth clients.
• Onboard new clients with a complete discovery and needs analysis.
• Achieve quarterly and annual sales goals.
• Serve as the primary contact for TD Wealth client relationships.
• Collaborate with Retail and Wealth partners to optimize referrals and service.

Kenntnisse

Investment sales

Financial planning

Client service

Communication

Ausbildung

Bachelor’s degree strongly preferred

Tools

SIE

Series 7

Series 63

L&H

Series 66

Jobbeschreibung

TD is seeking a Financial Advisor in Westfield, MA to guide clients through planning and investment decisions. The role focuses on providing tailored wealth guidance, onboarding clients, and growing share of wallet within TD Wealth.

The position requires licensure (SIE, Series 7, 63; L&H/66 or equivalents) and a strong drive to meet sales goals while delivering excellent service in a fast-paced environment.