Wealth Planning Advisor

TD Bank Group (TD); Methuen (MA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank Group in Methuen, MA, offers a three-year Financial Advisor program within TD Wealth. You will provide financial planning guidance and investment solutions to help clients achieve goals, while serving as the primary contact for TD Wealth client relationships.

Strong communication and regulatory compliance are essential as you build a productive book of business. The role requires prior experience in investments and planning, licensing (SIE, Series 7, 63, and possibly 66), and the ability

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 the ability to obtain all within the Licensing and Registration Schedule.

Responsibilities

• Sell investments and provide financial plans to TD Wealth clients.
• Deliver customer-centric service to maximize retention and growth.
• Complete client onboarding, needs analysis and goals-based advice.
• Develop relationships and referrals to grow wallet share.
• Meet quarterly and annual sales goals while adhering to regulatory requirements.

Skills

Communication skills

Education

Bachelor’s degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank Group in Methuen, MA, offers a three-year Financial Advisor program within TD Wealth. You will provide financial planning guidance and investment solutions to help clients achieve goals, while serving as the primary contact for TD Wealth client relationships.

Strong communication and regulatory compliance are essential as you build a productive book of business. The role requires prior experience in investments and planning, licensing (SIE, Series 7, 63, and possibly 66), and the ability