Wealth Advisor: Planning, Investments & Growth

TD

Wilmington (NC)

On-site

USD 72,000 - 108,000

Full time

14 days+

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Benefits offered by this job

Competitive benefits package

Job summary

TD Wealth is recruiting for a Financial Advisor role in Wilmington, NC. The program is designed to train advisors in financial planning and investment solutions, serving TD Wealth clients with tailored guidance and proactive relationship management.

The position emphasizes client discovery, needs analysis, and collaboration with centralized servicing teams to deliver comprehensive wealth planning while achieving quarterly sales goals and maintaining regulatory compliance.

Qualifications

Bachelor's degree strongly preferred.
2+ years of providing advice, planning and investment sales.
SIE, Series 7, Series 63 required.
L&H license and Series 66 (or equivalent) needed or obtainable per Licensing schedule.
Advanced understanding of wealth products and services.
Strong verbal and written communication skills.
Willingness to travel within the assigned market to meet prospects and clients five days a week.

Responsibilities

Sell investments and provide financial plans.
Deliver legendary service to maximize client retention and growth.
On-board new clients with discovery and needs analysis.
Promote lead generation and refer opportunities to partners.
Ensure comprehensive planning experience for all clients and conduct regular reviews.