Wealth Advisor: Planning & Investments (3-Year Program)

TD Bank; Revere (MA); On-site; USD 79,000 - 118,000; Full time

Job summary

TD Bank’s TD Wealth division offers a three-year Financial Advisor program with a forgivable draw. The FA will provide financial planning guidance and investment solutions while servicing TD Wealth clients to grow wallet share and meet client goals.

The role emphasizes a client-centric onboarding experience, collaboration with TD Wealth partners, and adherence to regulatory requirements to deliver exceptional client service.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Bachelor's degree strongly preferred.
• Licensing: SIE, Series 7, Series 63; Series 66 or equivalent preferred.

Responsibilities

• Provide financial planning guidance and review client goals.
• Service TD Wealth clients and develop relationships to grow share of wallet.
• Ensure compliant client onboarding and annual reviews; meet quarterly and annual sales goals.

Skills

Investments sales

Financial planning

Client service

Lead generation

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Bank’s TD Wealth division offers a three-year Financial Advisor program with a forgivable draw. The FA will provide financial planning guidance and investment solutions while servicing TD Wealth clients to grow wallet share and meet client goals.

The role emphasizes a client-centric onboarding experience, collaboration with TD Wealth partners, and adherence to regulatory requirements to deliver exceptional client service.