Wealth Advisor Trainee – 3-Year Program (Framingham)

TD Bank; Framingham (MA); On-site; USD 72,280 - 108,160; Full time

Job summary

TD Bank in Framingham, MA seeks a Financial Advisor for a three-year program to provide financial planning guidance and investment management solutions to TD Wealth clients. The FA will leverage experience to service complex client needs and help clients achieve goals across asset accumulation, preservation, growth, and protection.

Responsibilities include onboarding clients, performing needs analyses, building relationships, and meeting quarterly sales targets while complying with regulatory

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63; Series 66 within licensing schedule.

Responsibilities

• Provide financial planning guidance and investment recommendations to TD Wealth clients.
• Onboard new clients, conduct discovery and needs analysis.
• Develop and maintain TD Wealth client relationships to grow wallet share.
• Meet quarterly and annual sales goals; adhere to regulatory requirements.

Skills

Investment sales

Financial planning

Relationship building

Communication skills

Time management

Education

Bachelor's degree preferred

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Bank in Framingham, MA seeks a Financial Advisor for a three-year program to provide financial planning guidance and investment management solutions to TD Wealth clients. The FA will leverage experience to service complex client needs and help clients achieve goals across asset accumulation, preservation, growth, and protection.

Responsibilities include onboarding clients, performing needs analyses, building relationships, and meeting quarterly sales targets while complying with regulatory