Wealth Advisor: Strategic Financial Planning & Growth

TD

Clearwater (FL)

On-site

USD 72,000 - 108,000

Full time

7 days ago

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Job summary

TD Wealth is seeking a Financial Advisor for a three-year program that includes a forgivable draw. The FA will provide financial planning guidance and investment management solutions, serving as the primary contact for TD Wealth clients and coordinating with TD Bank and affiliates.

The role emphasizes delivering exceptional client service, achieving sales goals, and expanding wallet share through wealth solutions.

Qualifications

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.
Advanced understanding of wealth products and services.
Strong verbal and written communication skills.
Strong organizational and time management skills.
Ability to travel within assigned market to meet prospects, clients and partners five days a week.

Responsibilities

Sell investments and provide financial planning guidance.
Deliver legendary service during every client interaction to maximize retention and growth.
Lead complete onboarding for new clients, conduct needs analysis, and introduce centralized servicing.
Collaborate to promote lead generation and referrals.
Meet quarterly and annual sales goals.
Develop and maintain client relationships within TD Wealth and refer to partners as needed.
Ensure compliance with all policies, regulations and CIP requirements.