Wealth Advisor - Planning & Investment Guidance

TD; Saco (ME); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Saco, Maine for a three-year program featuring a forgivable draw. You will provide financial planning guidance and investment management solutions, serving as the central contact to deepen client relationships and reach goals in asset accumulation, preservation, growth, and protection.

The role emphasizes onboarding, needs analysis, and ongoing client reviews, with a focus on compliant interactions and cross-team collaboration to maximize wallet share.

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• Series 66 or equivalent licensing or ability to obtain.

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver legendary customer service during every interaction.
• Complete client onboarding including discovery and needs analysis.
• Conduct annual client reviews and promote wealth solutions.

Skills

Investments sales

Client service

Lead generation

Time management

Relationship building

Education

Bachelor's degree strongly preferred

SIE, Series 7, Series 63 required

Series 66 or equivalent or ability to obtain

Job description

TD Wealth is seeking a Financial Advisor in Saco, Maine for a three-year program featuring a forgivable draw. You will provide financial planning guidance and investment management solutions, serving as the central contact to deepen client relationships and reach goals in asset accumulation, preservation, growth, and protection.

The role emphasizes onboarding, needs analysis, and ongoing client reviews, with a focus on compliant interactions and cross-team collaboration to maximize wallet share.