Wealth Advisor: Strategic Financial Planning

TD Bank; Andover (MA); On-site; USD 72,280 - 108,160; Full time

Benefits offered by this job

Career development opportunities

Health and well-being benefits

Paid time off

Job summary

TD Bank is looking for a Financial Advisor in North Andover, Massachusetts. In this role, you'll provide financial planning guidance and investment management solutions, focusing on client relationship management and maximizing client satisfaction. The position is crucial for achieving sales goals and delivering high-quality service.

Qualifications include a Bachelor's degree and relevant financial certifications. You'll engage with clients, help them with financial goals, and ensure a top-tier onboarding experience. A strong customer service background is essential.

Qualifications

• 2+ years of providing advice, planning, and investment sales experience.
• Ability to travel within the assigned market to meet clients.
• Advanced understanding of wealth products and services.

Responsibilities

• Provide financial planning guidance and sell investment management solutions.
• Manage relationships with clients and deepen wallet share.
• Ensure all new clients receive a thorough onboarding experience.

Skills

Customer-centric service

Sales experience

Strong communication skills

Organizational skills

Education

Bachelor's degree

SIE, Series 7, Series 63

Job description

TD Bank is looking for a Financial Advisor in North Andover, Massachusetts. In this role, you'll provide financial planning guidance and investment management solutions, focusing on client relationship management and maximizing client satisfaction. The position is crucial for achieving sales goals and delivering high-quality service.

Qualifications include a Bachelor's degree and relevant financial certifications. You'll engage with clients, help them with financial goals, and ensure a top-tier onboarding experience. A strong customer service background is essential.