Wealth Advisor: Planning & Investment Guidance (3-Year Program)

TD; Hartford (CT); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Hartford, Connecticut seeks a Financial Advisor for a three-year program with a forgivable draw. You will provide financial planning guidance and sell investment management solutions to TD Wealth clients.

The role emphasizes a consultative, client-centric approach, onboarding and needs analysis, and collaboration with the centralized servicing team. Licensing requirements include SIE, Series 7, and 63; Series 66 or equivalent is required or obtainable.

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain as per Licensing Schedule.

Responsibilities

• Provide financial planning guidance & sell investment management solutions.
• Service TD Wealth clients and grow wallet share through strong client relationships.
• Lead onboarding: discovery, needs analysis, and introductions to servicing team; complete required documents.
• Meet quarterly and annual sales goals; referrals across Retail and Wealth partners.

Skills

Financial planning

Investment sales

Client service

Relationship building

Consultative sales

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Wealth in Hartford, Connecticut seeks a Financial Advisor for a three-year program with a forgivable draw. You will provide financial planning guidance and sell investment management solutions to TD Wealth clients.

The role emphasizes a consultative, client-centric approach, onboarding and needs analysis, and collaboration with the centralized servicing team. Licensing requirements include SIE, Series 7, and 63; Series 66 or equivalent is required or obtainable.