Wealth Advisor: Planning & Relationship Growth

TD; Lexington (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor in Lexington, MA for a three-year program designed to provide financial planning guidance and investment management solutions to TD Wealth clients. The role emphasizes onboarding new clients, needs analysis, and building a proactive client servicing team.

Candidates should have 2+ years in advisory roles with licenses (SIE, Series 7, 63; Series 66 or equivalent). The program aims to grow client relationships while meeting regulatory requirements and sales

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain all within Licensing and Registration Schedule.

Responsibilities

• Service TD Wealth clients by reviewing goals and making investment recommendations.
• Provide client service and develop relationships to increase share of wallet.
• Meet quarterly and annual sales goals; refer to Retail and Wealth partners as needed.

Skills

Client service

Financial planning

Sales

Communication

Time management

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth is seeking a Financial Advisor in Lexington, MA for a three-year program designed to provide financial planning guidance and investment management solutions to TD Wealth clients. The role emphasizes onboarding new clients, needs analysis, and building a proactive client servicing team.

Candidates should have 2+ years in advisory roles with licenses (SIE, Series 7, 63; Series 66 or equivalent). The program aims to grow client relationships while meeting regulatory requirements and sales