Wealth Advisor: Planning, Investments & Growth

TD Bank Group; Valley Green (PA); On-site; USD 54,000 - 108,000; Full time

Job summary

TD Bank Group in Flourtown, PA, is seeking a Financial Advisor for a three-year program focused on financial planning and investment management solutions. You will service TD Wealth clients, review goals, and provide tailored guidance to help clients grow and protect their assets.

The role emphasizes a client-centric approach, onboarding new clients, and meeting annual sales goals while adhering to regulatory requirements and collaborating with TD Wealth partners.

Qualifications

• Experience selling investments and providing financial plans.
• Strong client service mindset with focus on retention and growth.
• Ability to onboard new clients and conduct needs analyses.
• Ability to travel within assigned market, five days a week.

Responsibilities

• Sell investments and provide financial planning guidance.
• Deliver legendary service in every client interaction to maximize retention and growth.
• Onboard new clients, conduct financial needs analysis, and introduce client servicing team.
• Achieve quarterly and annual sales goals; deepen wallet share with wealth solutions.
• Adhere to regulatory requirements and firm policies across TD Wealth.

Skills

Client relationship management

Wealth planning

Financial goal analysis

Lead generation

Regulatory compliance

Sales and referrals

Education

Bachelor's degree

Licensing: SIE, Series 7, Series 63 (and Series 66)

Job description

TD Bank Group in Flourtown, PA, is seeking a Financial Advisor for a three-year program focused on financial planning and investment management solutions. You will service TD Wealth clients, review goals, and provide tailored guidance to help clients grow and protect their assets.

The role emphasizes a client-centric approach, onboarding new clients, and meeting annual sales goals while adhering to regulatory requirements and collaborating with TD Wealth partners.