Wealth Advisor & Planning Specialist

TD; Melbourne (FL); Presencial; USD 72 000 - 108 000; Tempo integral

Resumo da oferta

TD Wealth seeks a Financial Advisor to join a three-year program with a forgivable draw, serving TD Wealth clients with tailored financial planning and investment guidance. You will be the focal point for client service, develop relationships, and drive asset growth while coordinating with TD Bank partners.

Responsibilities include needs analysis, ongoing client reviews, and adherence to regulatory requirements.

Qualificações

• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Ability to travel within assigned market to meet prospects, clients and partners five days a week.

Responsabilidades

• Sell investments and provide financial plans.
• Deliver customer-centric service to maximize retention and growth.
• Ensure complete onboarding for NEW clients via discovery and needs analysis.
• Promote lead generation and refer opportunities to partners as needed.
• Meet quarterly and annual sales goals; grow wallet share with clients.

Conhecimentos

Investments sales

Financial planning

Client service

Lead generation

Team collaboration

Formação académica

Bachelor’s degree strongly preferred

SIE, Series 7, Series 63 required

Series 66 or equivalent

Descrição da oferta de emprego

TD Wealth seeks a Financial Advisor to join a three-year program with a forgivable draw, serving TD Wealth clients with tailored financial planning and investment guidance. You will be the focal point for client service, develop relationships, and drive asset growth while coordinating with TD Bank partners.

Responsibilities include needs analysis, ongoing client reviews, and adherence to regulatory requirements.