Wealth Advisor Trainee: Grow into a Full Advisor

TD; Aston Township (PA); On-site; USD 54,000 - 80,000; Full time

Job summary

TD Wealth in Aston, PA seeks a trainee advisor to transition into an Advisor role, meeting clients to analyze finances and recommend investment and insurance strategies. The role emphasizes fiduciary guidance, long-term planning, and ongoing client service.

You will begin in a transitional program, learning skills to qualify for an Advisor role, with opportunities to attract and retain clients and drive referrals across departments.

Qualifications

• Bachelor's degree strongly preferred.
• SIE required.
• Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule.

Responsibilities

• Meet prospects and clients to analyze financial information and goals.
• Educate and advise on investment and insurance strategies and products.
• Recommend tailored investment and insurance strategies to meet goals and wealth creation objectives.
• Build and maintain client relationships through ongoing consultation and servicing.
• Mentor Retail Bank staff to identify referral opportunities and educate on wealth offerings.

Skills

Relationship building

Verbal & written communication

Time management

Travel readiness

Education

Bachelor's Degree strongly preferred

SIE required

Life & Health, Series 7 & 66 eligibility

Job description

TD Wealth in Aston, PA seeks a trainee advisor to transition into an Advisor role, meeting clients to analyze finances and recommend investment and insurance strategies. The role emphasizes fiduciary guidance, long-term planning, and ongoing client service.

You will begin in a transitional program, learning skills to qualify for an Advisor role, with opportunities to attract and retain clients and drive referrals across departments.