Wealth Advisor: Strategic Planning & Client Growth

TD; Coral Gables (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD in Coral Gables, FL is seeking a Financial Advisor for a three-year program designed to develop client-facing skills and investment expertise. You will review goals, provide planning guidance, and present investment solutions to TD Wealth clients.

The role emphasizes onboarding new clients, achieving annual sales goals, and building long-term relationships while complying with regulatory requirements. Requires 2+ years of experience and relevant licenses; travel within the market is expected.

Qualifications

• Bachelor’s degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required; Series 66 as applicable.

Responsibilities

• Sell investments and provide financial plans.
• Deliver customer-centric service to maximize retention and growth.
• Onboard new clients with discovery and needs analysis.
• Promote lead generation and referrals.
• Meet quarterly and annual sales goals.
• Adhere to regulatory requirements and firm policies.

Skills

Investment sales

Client service

Needs analysis

Education

Bachelor’s degree

SIE/Series 7/63

Series 66

Job description

TD in Coral Gables, FL is seeking a Financial Advisor for a three-year program designed to develop client-facing skills and investment expertise. You will review goals, provide planning guidance, and present investment solutions to TD Wealth clients.

The role emphasizes onboarding new clients, achieving annual sales goals, and building long-term relationships while complying with regulatory requirements. Requires 2+ years of experience and relevant licenses; travel within the market is expected.