Wealth Advisor: Plans & Investments for Clients

TD; Bellmawr (NJ); On-site; USD 72,000 - 108,000; Full time

Benefits offered by this job

Total Rewards Package

Career development programs

Job summary

TD Bank is seeking a Financial Advisor within TD Wealth in Bellmawr, NJ. The program spans three years and includes a forgivable draw, focusing on financial planning guidance and investment solutions for TD Wealth clients.

The role emphasizes onboarding, needs analysis, and a comprehensive planning experience, with strong emphasis on customer-centric service and achieving sales goals.

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/Registration schedule.
• Advanced understanding of wealth products and services.

Responsibilities

• Serve TD Wealth clients with goals-based financial planning and investment solutions.
• On-board clients with a comprehensive discovery, needs analysis, and setup with central servicing.
• Meet quarterly and annual sales goals while expanding client wallet share.
• Promote lead generation and referrals across TD Wealth and Retail partners.

Skills

Client service

Sales experience

Communication

Time management

Travel flexibility

Education

Bachelor’s degree

SIE

Series 7

Series 63

Series 66

Job description

TD Bank is seeking a Financial Advisor within TD Wealth in Bellmawr, NJ. The program spans three years and includes a forgivable draw, focusing on financial planning guidance and investment solutions for TD Wealth clients.

The role emphasizes onboarding, needs analysis, and a comprehensive planning experience, with strong emphasis on customer-centric service and achieving sales goals.