Wealth Advisor Trainee — 3-Year Growth Path

TD Bank Group; Ludlow (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group, located in Ludlow, MA, offers a three-year Financial Advisor program with a forgivable draw. You will service TD Wealth clients, provide financial planning guidance, and recommend investment management solutions tailored to goals, while building a client-centric, compliant practice.

The role emphasizes onboarding, annual client reviews, and proactive wallet-share expansion within a regulated, fast-paced environment.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required; Series 66 or equivalent desirable.

Responsibilities

• Provide financial planning guidance and investment sales.
• Deliver thorough client onboarding and annual reviews.
• Develop relationships to increase wallet share and cross-sell wealth solutions.
• Maintain compliance with regulations and internal policies.

Skills

Wealth management knowledge

Customer service

Sales skills

Licensing: SIE

Education

Bachelor's degree

SIE, Series 7, Series 63

Series 66 (or equivalent)

Job description

TD Bank Group, located in Ludlow, MA, offers a three-year Financial Advisor program with a forgivable draw. You will service TD Wealth clients, provide financial planning guidance, and recommend investment management solutions tailored to goals, while building a client-centric, compliant practice.

The role emphasizes onboarding, annual client reviews, and proactive wallet-share expansion within a regulated, fast-paced environment.