Wealth Planner & Financial Advisor

TD; Boca Raton (FL); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor (FA) to participate in a three-year program designed to provide financial planning guidance and investment management solutions. The FA will build client relationships, deliver comprehensive onboarding, needs analysis, and ongoing reviews while meeting quarterly sales goals and ensuring compliant service delivery across TD Wealth clients in the Boca Raton area.

The role emphasizes client-centric service, referrals to wealth partners, and adherence to

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• Licensing: SIE, Series 7, Series 63; L&H and Series 66 (or ability to obtain) within 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 five days a week.
• Strong understanding of wealth management business development techniques.
• Strong understanding and experience interacting with retail and small business banking clients.
• Consultative sales experience required.
• Demonstrated ability to establish relationships and partner effectively with other departments.
• Proven ability to achieve sales goals.

Responsibilities

• Sell investments and provide financial plans.
• Deliver customer-centric service to maximize retention and growth.
• Onboard new clients with discovery and financial needs analysis.
• Promote lead generation in partnership with others.
• Meet quarterly and annual sales goals.
• Refer opportunities to Retail and Wealth partners as needed.
• Conduct Annual Client Reviews with enhanced agenda focused on wealth needs.

Skills

Client-focused service

Consultative sales

Relationship-building

Communication (verbal & written)

Time management

Work in fast-paced environment

Business development techniques

Cross-client collaboration

Travel readiness

Education

Bachelor's degree

Licensing: SIE, Series 7, Series 63; L&H and Series 66

Job description

TD Wealth is seeking a Financial Advisor (FA) to participate in a three-year program designed to provide financial planning guidance and investment management solutions. The FA will build client relationships, deliver comprehensive onboarding, needs analysis, and ongoing reviews while meeting quarterly sales goals and ensuring compliant service delivery across TD Wealth clients in the Boca Raton area.

The role emphasizes client-centric service, referrals to wealth partners, and adherence to