Wealth Planner Trainee - 3-Year Growth Program

TD

Coral Gables (FL)

On-site

USD 72,000 - 108,000

Full time

9 days ago

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Benefits offered by this job

TD Wealth program

Job summary

TD Wealth offers a Financial Advisor (FA) program where the final title is determined by the candidate’s experience. The FA role focuses on delivering comprehensive financial planning, reviewing client goals, and providing investment management solutions to TD Wealth clients.

This three-year program includes onboarding, ongoing client reviews, and opportunity to grow within a supportive TD ecosystem. Candidates should have licenses (SIE, Series 7, 63, and possibly 66) or the ability to obtain

Qualifications

Bachelor's degree strongly preferred.
2+ years of providing advice, planning and investment sales.
SIE, Series 7, Series 63 required.
Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within Licensing and Registration Schedule.

Responsibilities

Serve as central point of contact for TD Wealth client relationships and provide client service.
Review financial goals and make investment recommendations aligned to client goals.
Onboard NEW clients through discovery, financial needs analysis and introductions to servicing teams.
Partner and promote lead generation and meet quarterly/annual sales goals.
Ensure compliance with regulations and firm policies in all activities.