Wealth Planning Advisor

TD; Bergenfield (NJ); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Wealth is hiring a Financial Advisor in Bergenfield, NJ. This three‑year program combines financial planning guidance with investment solutions to help clients meet goals of accumulation, preservation, growth and protection.

The FA serves as the main contact, delivering onboarding, needs analysis, and a comprehensive planning experience while expanding client relationships and cross‑partner referrals—ultimately aiming for stronger wallet share and superior service.

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) licensing within schedule.

Responsibilities

• Onboard NEW clients and conduct discovery to tailor financial plans.
• Provide goals‑based advice and investment recommendations.
• Achieve quarterly and annual sales goals and deepen wallet share.
• Collaborate with TD Wealth partners and maintain regulatory compliance.

Skills

Financial advisory

Client service

Sales

Communication

Regulatory knowledge

Education

Bachelor's degree strongly preferred

SIE license

Series 7/63 required

Job description

TD Wealth is hiring a Financial Advisor in Bergenfield, NJ. This three‑year program combines financial planning guidance with investment solutions to help clients meet goals of accumulation, preservation, growth and protection.

The FA serves as the main contact, delivering onboarding, needs analysis, and a comprehensive planning experience while expanding client relationships and cross‑partner referrals—ultimately aiming for stronger wallet share and superior service.