Wealth Planner & Client Growth Advisor

TD; Collegeville (PA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Collegeville, PA is seeking a Financial Advisor for a three‑year program focused on financial planning guidance and investment management solutions. The advisor will review goals, provide tailored recommendations, onboard new clients, and drive growth through proactive client servicing and referrals.

The role emphasizes a client-centric approach, regulatory compliance, and collaboration with TD Wealth partners. A bachelor’s degree and relevant FINRA licenses are strongly preferred.

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 schedule.
• 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.
• Consultative sales experience required.
• Proven ability to achieve sales goals.

Responsibilities

• Serve as the central point of contact for TD Wealth clients and manage relationships.
• Provide financial planning guidance and investment recommendations aligned to client goals.
• Ensure complete onboarding with discovery, needs analysis, and documentation.
• Partner to promote lead generation and referrals to Retail and Wealth partners.
• Meet quarterly and annual sales goals while maintaining compliance with regulations.

Skills

Investment planning

Client service

Communication skills

Sales experience

Education

Bachelor’s degree

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Wealth in Collegeville, PA is seeking a Financial Advisor for a three‑year program focused on financial planning guidance and investment management solutions. The advisor will review goals, provide tailored recommendations, onboard new clients, and drive growth through proactive client servicing and referrals.

The role emphasizes a client-centric approach, regulatory compliance, and collaboration with TD Wealth partners. A bachelor’s degree and relevant FINRA licenses are strongly preferred.