Wealth Advisor: Strategic Planning & Growth

TD; Sunnyside (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth in Sunnyside, New York, seeks a Financial Advisor to participate in a three-year program with a forgivable draw, serving clients with financial planning guidance and investment management solutions. The role focuses on reviewing client goals and making investment recommendations aligned with those goals.

The FA acts as the primary contact for TD Wealth clients, delivering comprehensive service, building relationships and driving growth while navigating regulatory requirements and a

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Strong verbal and written communication skills.
• Consultative sales experience aimed at wealth clients.
• Ability to travel within assigned market five days a week.

Responsibilities

• Serve as the central point of contact for TD Wealth client relationships and coordinate with TD Bank and partners as needed.
• Provide client service and develop relationships to increase share of wallet and help clients achieve goals in asset accumulation, preservation, growth and protection.
• Lead the onboarding experience for new clients, including discovery, needs analysis and documentation.
• Meet quarterly and annual sales goals and promote lead generation within the portfolio.
• Ensure adherence to AML, regulatory and TD policies in all client interactions.

Skills

Consultative sales

Relationship building

Strong communication

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth in Sunnyside, New York, seeks a Financial Advisor to participate in a three-year program with a forgivable draw, serving clients with financial planning guidance and investment management solutions. The role focuses on reviewing client goals and making investment recommendations aligned with those goals.

The FA acts as the primary contact for TD Wealth clients, delivering comprehensive service, building relationships and driving growth while navigating regulatory requirements and a