Wealth Advisor & Planning Specialist

TD Bank, N.A.; Doylestown Township (Bucks County); On-site; USD 62,000 - 108,000; Full time

Job summary

TD Bank, N.A. is seeking a Financial Advisor within TD Wealth. The role focuses on providing financial planning guidance and investment solutions to clients, becoming the central point of contact for client relationships and onboarding.

The program spans three years with a forgivable draw, targeting professionals with licenses (SIE, Series 7, Series 63) and the ability to obtain Series 66. Travel within the market is expected.

Qualifications

• Bachelor's degree strongly preferred.
• Licensed securities licenses: SIE, Series 7, Series 63.
• L&H and Series 66 or ability to obtain them.
• Self-directed with ability to plan activities to meet sales goals.
• Strong verbal and written communication; relationship building.

Responsibilities

• Provide financial planning guidance and investment solutions.
• Interact with TD Wealth clients to determine goals and needs.
• Deliver onboarding and ongoing client reviews (ACR) on a regular basis.
• Cross-sell TD Wealth and related services to deepen wallet share.
• Partner with retail, wealth, and affiliate teams to serve clients.

Education

Bachelor's degree preferred

SIE

Series 7

Series 63

Series 66

Job description

TD Bank, N.A. is seeking a Financial Advisor within TD Wealth. The role focuses on providing financial planning guidance and investment solutions to clients, becoming the central point of contact for client relationships and onboarding.

The program spans three years with a forgivable draw, targeting professionals with licenses (SIE, Series 7, Series 63) and the ability to obtain Series 66. Travel within the market is expected.