Wealth Advisor Trainee — 3-Year Growth Program

TD Bank, N.A.; Lowell (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

The Financial Advisor program at TD Wealth in Lowell, MA offers a structured three-year track with a forgivable draw. You’ll deliver comprehensive financial planning and investment guidance, while building and maintaining strong client relationships to grow wallet share.

Required licenses include SIE, Series 7, 63, and 66 (or equivalent). You’ll collaborate with TD Wealth teams to provide best-in-class client service in a fast-paced environment.

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain within Licensing schedule.
• Willingness to travel within assigned market five days a week.

Responsibilities

• Provide financial planning guidance and investment solutions to TD Wealth clients.
• Serve as central point of contact to deepen client relationships and grow wallet share.
• Ensure complete onboarding with discovery, needs analysis, and appropriate referrals.
• Adhere to regulatory, policy, and procedural standards across TD Bank and TD Wealth.

Skills

Client service

Relationship building

Sales & planning

Verbal & written communication

Travel readiness

Education

Bachelor's degree preferred

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

The Financial Advisor program at TD Wealth in Lowell, MA offers a structured three-year track with a forgivable draw. You’ll deliver comprehensive financial planning and investment guidance, while building and maintaining strong client relationships to grow wallet share.

Required licenses include SIE, Series 7, 63, and 66 (or equivalent). You’ll collaborate with TD Wealth teams to provide best-in-class client service in a fast-paced environment.