Wealth Advisor: Planning & Investment Solutions

TD Bank Group; Flourtown (PA); Sur place; USD 54 000 - 108 000; Plein temps

Résumé du poste

TD Bank is seeking a Financial Advisor for a three-year program designed to develop expertise in wealth management, planning, and client relationship building. The role focuses on serving TD Wealth clients with comprehensive financial planning and investment guidance, aiming to grow client assets and provide exceptional service.

Candidates should have relevant licenses (SIE, Series 7, Series 63 or equivalent) or the ability to obtain them, a strong service orientation, and the capacity to travel

Qualifications

• Licensing in required securities (SIE, Series 7, Series 63) or ability to obtain
• L&H and Series 66 (or equivalent) required or able to obtain
• Bachelor’s degree strongly preferred; strong communications/analytical skills

Responsabilités

• Provide financial planning guidance and investment recommendations
• Serve as the central contact for TD Wealth clients
• Ensure onboarding and client review processes are completed
• Meet quarterly and annual sales goals and grow wallet share

Connaissances

SIE

Series 7

Series 63

Series 66

Financial planning

Formation

Bachelor's degree strongly preferred

Outils

Regulatory knowledge

Description du poste

TD Bank is seeking a Financial Advisor for a three-year program designed to develop expertise in wealth management, planning, and client relationship building. The role focuses on serving TD Wealth clients with comprehensive financial planning and investment guidance, aiming to grow client assets and provide exceptional service.

Candidates should have relevant licenses (SIE, Series 7, Series 63 or equivalent) or the ability to obtain them, a strong service orientation, and the capacity to travel