Wealth Advisor Trainee: Launch Your Client-Centric Career

TD Bank Group; Fanwood (NJ); On-site; USD 38,000 - 57,000; Full time

Job summary

TD Bank in Fanwood, NJ is seeking a Financial Advisor Trainee to learn and transition into an FAA role. You will meet with clients to analyze financials, educate on investment/insurance strategies, and build long-term wealth plans. You will train across TD Wealth offerings and support staff referrals while pursuing required licenses.

The role emphasizes fiduciary client service, ongoing reviews, and collaboration with banking partners to grow the client base.

Qualifications

• Bachelor's degree preferred and 1+ years of relevant work experience.
• Strong verbal and written communication skills.
• Ability to plan activities to achieve sales and referral goals.

Responsibilities

• Meet with TD Bank customers and prospects to deepen relationships and identify financial needs.
• Educate prospects on annuity and insurance options and refer to TD Wealth.
• Provide ongoing planning and account servicing with a fiduciary approach.
• Educate Retail Store staff to identify referral opportunities and engage partners.

Skills

Interpersonal skills

Communication skills

Sales aptitude

Financial analysis

Education

Bachelor's Degree strongly preferred

1+ years of relevant work experience or college degree

SIE required

Licensing: Life & Health, Series 7 and Series 66 (or equivalent)

Job description

TD Bank in Fanwood, NJ is seeking a Financial Advisor Trainee to learn and transition into an FAA role. You will meet with clients to analyze financials, educate on investment/insurance strategies, and build long-term wealth plans. You will train across TD Wealth offerings and support staff referrals while pursuing required licenses.

The role emphasizes fiduciary client service, ongoing reviews, and collaboration with banking partners to grow the client base.