Wealth Advisor Trainee: Client-Centric Wealth Growth

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

Job summary

TD Bank, N.A. in Cambridge, MA offers a Financial Advisor program focused on financial planning guidance and investment solutions.

The role emphasizes client service, onboarding, and relationship management to grow wallet share and align recommendations with client goals across wealth products. Ideal candidates have 2+ years in advisory roles, hold required licenses (SIE, Series 7/63, and Series 66 or equivalent) and demonstrate consultative sales, strong communication, and time-management

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or equivalent) or ability to obtain all within Licensing and Registration Schedule.
• Self-directed, with strong ability to plan own activities to achieve sales and referral goals.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market to meet prospects, clients and partners five days a week.
• Ability to commute within assigned territory.
• Strong understanding of wealth management business development techniques.
• Strong understanding and experience interacting with retail and small business banking clients.
• Consultative sales experience required.
• Demonstrated ability to establish relationships and partner effectively with other departments.
• Proven ability to achieve sales goals.

Responsibilities

• Sell investments and provide financial planning guidance.
• Deliver customer-centric service to maximize retention and growth.
• Lead onboarding for new clients with discovery, needs analysis, and documentation.
• Promote lead generation and referral opportunities.
• Meet quarterly and annual sales goals.
• Refer opportunities to Retail and Wealth partners as needed.
• Ensure regulatory compliance in all activities.

Skills

Consultative sales

Client service

Relationship building

Regulatory compliance

Communication skills

Time management

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 or equivalent

Licensing & Registration

Job description

TD Bank, N.A. in Cambridge, MA offers a Financial Advisor program focused on financial planning guidance and investment solutions.

The role emphasizes client service, onboarding, and relationship management to grow wallet share and align recommendations with client goals across wealth products. Ideal candidates have 2+ years in advisory roles, hold required licenses (SIE, Series 7/63, and Series 66 or equivalent) and demonstrate consultative sales, strong communication, and time-management