Wealth Planning Advisor

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

Job summary

TD Bank in Collegeville, PA is seeking a Financial Advisor for a three-year program with a forgivable draw, delivering financial planning guidance and investment management solutions to TD Wealth clients. The role serves as the central contact for client needs, aiming to grow share of wallet by aligning investments with clients' goals.

You will review goals, provide goals-based advice, onboard clients, and collaborate with Retail and Wealth partners to meet regulatory requirements while

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Series 66 (or equivalent) or ability to obtain.
• Strong verbal and written communication skills.
• Advanced understanding of wealth products and services.

Responsibilities

• Provide financial planning guidance and investment management solutions.
• Review client goals and offer goals-based advice to TD Wealth clients.
• Onboard new clients and conduct annual client reviews.
• Partner with TD Retail and Wealth teams to drive referrals and wallet share.
• Meet quarterly and annual sales targets while ensuring regulatory compliance.

Skills

Client relationship management

Sales & referrals

Communication skills

Education

Bachelor's degree

SIE, Series 7, Series 63

Series 66 (or equivalent)

Job description

TD Bank in Collegeville, PA is seeking a Financial Advisor for a three-year program with a forgivable draw, delivering financial planning guidance and investment management solutions to TD Wealth clients. The role serves as the central contact for client needs, aiming to grow share of wallet by aligning investments with clients' goals.

You will review goals, provide goals-based advice, onboard clients, and collaborate with Retail and Wealth partners to meet regulatory requirements while