Wealth Advisor & Planning Specialist

TD Bank, N.A.; Boca Raton (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group in Boca Raton, FL is seeking a Financial Advisor for a TD Wealth three‑year program. You will provide financial planning guidance and investment solutions, serve as the primary client contact, and drive revenue through strong client relationships and cross‑team referrals.

You will progress through onboarding, needs analysis, and ongoing client reviews while meeting sales goals and maintaining regulatory compliance across TD Bank policies.

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 within licensing schedule.
• Self-directed with planning ability to achieve sales goals.

Responsibilities

• Provide financial planning guidance and investment solutions.
• Deliver customer-centric service to maximize retention and growth.
• Onboard new clients with needs analysis and goal-based advice.
• Meet quarterly and annual sales goals.
• Build relationships and refer opportunities to TD Wealth partners.

Skills

Client service

Relationship management

Sales & advisory

Communication skills

Time management

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Bank Group in Boca Raton, FL is seeking a Financial Advisor for a TD Wealth three‑year program. You will provide financial planning guidance and investment solutions, serve as the primary client contact, and drive revenue through strong client relationships and cross‑team referrals.

You will progress through onboarding, needs analysis, and ongoing client reviews while meeting sales goals and maintaining regulatory compliance across TD Bank policies.