Wealth Planning Advisor & Client Growth Specialist

TD Bank; Manchester (NH); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank in Manchester, NH is seeking a Wealth Advisor to deliver investments guidance and comprehensive financial plans for clients. You will onboard new clients with a thorough discovery and needs analysis, then provide ongoing wealth management and periodic reviews.

You will partner with TD Wealth teams to drive growth, meet quarterly sales goals, and ensure compliance with OCC/SEC and internal policies. Travel within the market is required as needed.

Qualifications

• Experience selling investments and providing advice and financial plans.
• Strong client-centric service mindset with a focus on retention and growth.
• Onboard new clients with a complete discovery and needs analysis.
• Ability to collaborate with TD Wealth partners and adhere to regulations.

Responsibilities

• Sell investments and provide comprehensive financial planning.
• Ensure a thorough client onboarding and annual review process.
• Achieve quarterly and annual sales goals while maintaining compliance.
• Coordinate with TD Wealth partners to refer clients and expand wallet share.
• Maintain knowledge of TD Bank policies and regulatory requirements.

Education

Bachelor's degree

2+ years experience

SIE

Series 7

Series 63

Series 66

Job description

TD Bank in Manchester, NH is seeking a Wealth Advisor to deliver investments guidance and comprehensive financial plans for clients. You will onboard new clients with a thorough discovery and needs analysis, then provide ongoing wealth management and periodic reviews.

You will partner with TD Wealth teams to drive growth, meet quarterly sales goals, and ensure compliance with OCC/SEC and internal policies. Travel within the market is required as needed.