Wealth Planning Advisor - Client-Focused Investments

TD; Bristol (VA); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor to deliver holistic financial planning and investment guidance for a high-touch client base in the TD Wealth division. The role focuses on serving TD Wealth clients, reviewing goals, and recommending asset allocation and wealth solutions.

You will onboard new clients, conduct needs analyses, and ensure ongoing reviews while meeting quarterly and annual sales goals in a regulated environment. Travel within the market is required.

Qualifications

• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or ability to obtain) required.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Travel within assigned market to meet prospects, clients and partners.

Responsibilities

• Provide financial planning guidance and investment solutions to clients.
• Service and develop client relationships to increase share of wallet.
• Conduct thorough client discovery and needs analyses to tailor advice.
• Coordinate onboarding and ongoing reviews (ACR) with clients.

Skills

Sales & client advisory

Wealth management knowledge

Strong communication

Regulatory compliance

Education

Bachelor’s degree (preferred)

SIE

Series 7

Series 63

L&H

Series 66

Job description

TD Wealth is seeking a Financial Advisor to deliver holistic financial planning and investment guidance for a high-touch client base in the TD Wealth division. The role focuses on serving TD Wealth clients, reviewing goals, and recommending asset allocation and wealth solutions.

You will onboard new clients, conduct needs analyses, and ensure ongoing reviews while meeting quarterly and annual sales goals in a regulated environment. Travel within the market is required.