Wealth Planning Advisor – Early Career Program

TD Bank Group; New York (NY); On-site; USD 67,000 - 118,000; Full time

Job summary

TD Bank Group in Astoria, NY is seeking a Financial Advisor for a three-year program focused on guidance and investment solutions. You will review client goals, propose aligned wealth strategies, and manage ongoing client relationships to increase share of wallet.

Ideal candidates have 2+ years in advisory roles, licensing (SIE, Series 7/63) and strong communication, planning, and organizational skills. Travel within the market is expected to support growth and onboarding.

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7 and Series 63 required.
• Must obtain Series 66 or equivalent per licensing schedule.
• Strong communication, organization and time management.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Review client goals and tailor wealth solutions.
• Onboard clients with complete discovery and needs analysis.
• Achieve quarterly and annual sales goals.
• Develop referrals and partner with Retail and Wealth teams.

Skills

Customer service

Sales

Communication

Relationship building

Time management

Travel ability

Education

Bachelor's degree strongly preferred

2+ years of providing advice and investment sales

Tools

SIE

Series 7

Series 63

Series 66

Job description

TD Bank Group in Astoria, NY is seeking a Financial Advisor for a three-year program focused on guidance and investment solutions. You will review client goals, propose aligned wealth strategies, and manage ongoing client relationships to increase share of wallet.

Ideal candidates have 2+ years in advisory roles, licensing (SIE, Series 7/63) and strong communication, planning, and organizational skills. Travel within the market is expected to support growth and onboarding.