Wealth Financial Advisor – 3-Year Client Planning Program

TD; New York (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor for a three-year program in New York. The FA will provide financial planning guidance and investment management solutions while serving as the central point of contact for clients, developing relationships, and driving share of wallet within the TD Wealth franchise.

The role emphasizes onboarding, discovery, needs-based analysis, and collaboration with TD Wealth partners to deliver a differentiated client experience and achieve sales targets in a

Qualifications

• Bachelor’s degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required; Series 66 or ability to obtain.
• Strong verbal and written communication skills.

Responsibilities

• Sell investments and provide financial planning guidance to clients.
• Deliver legendary service at every client interaction to maximize retention and growth.
• Ensure on-boarding includes discovery, needs analysis, and proper documentation.
• Partner and promote lead generation within TD Wealth and network.
• Meet quarterly and annual sales goals while adhering to policies and regulations.

Skills

SIE

Series 7

Series 63

Series 66

Communication

Consultative sales

Education

Bachelor’s degree

Job description

TD Wealth is seeking a Financial Advisor for a three-year program in New York. The FA will provide financial planning guidance and investment management solutions while serving as the central point of contact for clients, developing relationships, and driving share of wallet within the TD Wealth franchise.

The role emphasizes onboarding, discovery, needs-based analysis, and collaboration with TD Wealth partners to deliver a differentiated client experience and achieve sales targets in a