Wealth Planning Advisor — Client Growth & Guidance

TD; Freehold (NJ); On-site; USD 62,000 - 108,000; Full time

Job summary

TD Wealth in Freehold, New Jersey seeks a Financial Advisor for a three-year program providing financial planning guidance and investment management solutions. You will service TD Wealth clients, review goals, and deliver tailored wealth solutions.

The role requires 2+ years of advisory experience, licenses (SIE, Series 7, Series 63; Series 66 or ability to obtain), and strong communication. Expect a client-centric, regulatory-compliant environment with ongoing development.

Qualifications

• Bachelor’s degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required; Series 66 or ability to obtain within licensing period.
• Strong verbal and written communication skills.

Responsibilities

• Sell investments and provide financial plans to TD Wealth clients.
• Deliver legendary service during every customer interaction to maximize retention and growth.
• Ensure complete onboarding of new clients including discovery and needs analysis.
• Meet quarterly and annual sales goals.
• Collaborate with Retail and Wealth partners and affiliates to service client portfolios.

Skills

Client relationship management

Financial advising

Communication skills

Sales & referral generation

Education

Bachelor’s degree

2+ years of providing advice, planning and investment sales

Job description

TD Wealth in Freehold, New Jersey seeks a Financial Advisor for a three-year program providing financial planning guidance and investment management solutions. You will service TD Wealth clients, review goals, and deliver tailored wealth solutions.

The role requires 2+ years of advisory experience, licenses (SIE, Series 7, Series 63; Series 66 or ability to obtain), and strong communication. Expect a client-centric, regulatory-compliant environment with ongoing development.