Wealth Advisor: Planning & Investment Solutions

TD Bank, N.A.; North Palm Beach (FL); On-site; USD 72,000 - 108,000; Full time

Benefits offered by this job

Total rewards package

Job summary

TD Bank, N.A. is seeking a Financial Advisor candidate to join the Wealth team in North Palm Beach, FL. The role focuses on providing financial planning guidance and selling investment management solutions while serving as the central contact for TD Wealth clients.

The program spans multiple growth paths, with emphasis on onboarding, needs analysis, ongoing client reviews, and proactive wealth management guidance to meet goals and maximize wallet share.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain within the licensing schedule.
• Self-directed with strong ability to plan activities to achieve sales goals.
• Advanced understanding of wealth products and services.

Responsibilities

• Sell investments and provide financial plans.
• Deliver customer-centric service to maximize retention and growth.
• Onboard new clients with discovery and needs analysis.
• Partner to promote lead generation and referrals.
• Meet quarterly and annual sales goals.
• Coordinate with TD Wealth and other partners to serve clients.

Skills

Investment sales

Client service

Lead generation

Wealth management

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Tools

TD Wealth

Job description

TD Bank, N.A. is seeking a Financial Advisor candidate to join the Wealth team in North Palm Beach, FL. The role focuses on providing financial planning guidance and selling investment management solutions while serving as the central contact for TD Wealth clients.

The program spans multiple growth paths, with emphasis on onboarding, needs analysis, ongoing client reviews, and proactive wealth management guidance to meet goals and maximize wallet share.