Wealth Advisor: Planning, Investments & Client Growth

TD Bank; Delray Beach (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank in Delray Beach, FL is seeking a Financial Advisor to service TD Wealth clients, provide financial planning guidance, and sell investment solutions. The role emphasizes onboarding, client discovery, goals-based advice, and maintaining the relationship to grow wallet share.

The candidate should have a Bachelor’s degree (preferred), 2+ years in investment advisory, and hold SIE, Series 7, and Series 63 licenses.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.

Responsibilities

• Experience selling investments and providing financial plans.
• Demonstrates commitment to customer-centric service to maximize retention and growth.
• Ensure onboarding for NEW clients includes discovery, needs analysis, and client documentation.
• Partner to promote lead generation and manage client relationships with wealth solutions.
• Meet quarterly and annual sales goals and educate clients on wealth products.

Education

Bachelor's degree strongly preferred

2+ years of providing advice, planning and investment sales

SIE, Series 7, Series 63 required

Job description

TD Bank in Delray Beach, FL is seeking a Financial Advisor to service TD Wealth clients, provide financial planning guidance, and sell investment solutions. The role emphasizes onboarding, client discovery, goals-based advice, and maintaining the relationship to grow wallet share.

The candidate should have a Bachelor’s degree (preferred), 2+ years in investment advisory, and hold SIE, Series 7, and Series 63 licenses.