Wealth Advisor: Planning, Growth & Client Service

TD Bank Group; New York, Northern (NY, KY); Hybrid; USD 67,000 - 118,000; Full time

Job summary

TD Bank Group in New York, NY offers a Financial Advisor role as part of a structured three-year program focused on wealth management. You will provide financial planning guidance and sell investment solutions to TD Wealth clients, while building trusted relationships and delivering tailored advice.

The role emphasizes client service, ongoing needs analysis, and collaboration with TD Wealth partners. A bachelor's degree and relevant licenses are preferred, with travel within the market expected.

Qualifications

• Experience selling investments and providing financial plans.
• Strong client-service orientation and relationship management.
• Ability to meet quarterly and annual sales goals.

Responsibilities

• Provide financial planning guidance & sell investment solutions to TD Wealth clients.
• Serve as central point of contact to deliver client service and develop relationships.
• Meet regulatory requirements and adhere to TD policies while achieving growth.

Skills

Investment sales

Financial planning

Client relationship

Sales goals

Education

Bachelor's degree

Job description

TD Bank Group in New York, NY offers a Financial Advisor role as part of a structured three-year program focused on wealth management. You will provide financial planning guidance and sell investment solutions to TD Wealth clients, while building trusted relationships and delivering tailored advice.

The role emphasizes client service, ongoing needs analysis, and collaboration with TD Wealth partners. A bachelor's degree and relevant licenses are preferred, with travel within the market expected.