Wealth Financial Advisor – Forgivable Draw

TD; East Meadow (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth in East Meadow, New York, seeks a Financial Advisor for a three-year program to deliver financial planning guidance and investment management solutions. You will review client goals and develop tailored recommendations to grow share of wallet while maintaining a client-centric service model.

The role emphasizes onboarding, needs analysis, and coordination with TD’s centralized client servicing teams. You will work to meet regulatory requirements and drive sales growth within TD Wealth.

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required; Series 66 or equivalent or ability to obtain.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.

Responsibilities

• Provide financial planning guidance and investment solutions.
• Onboard new clients with discovery and needs analysis, and coordinate with servicing teams.
• Meet quarterly and annual sales goals while delivering high-quality client service.
• Refer clients to Retail and Wealth partners as needed and collaborate across TD Wealth.

Skills

Communication skills

Sales

Wealth management knowledge

Client focus

Time management

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth in East Meadow, New York, seeks a Financial Advisor for a three-year program to deliver financial planning guidance and investment management solutions. You will review client goals and develop tailored recommendations to grow share of wallet while maintaining a client-centric service model.

The role emphasizes onboarding, needs analysis, and coordination with TD’s centralized client servicing teams. You will work to meet regulatory requirements and drive sales growth within TD Wealth.