Wealth Planning Advisor – Financial Services Program

TD Bank Group (TD); Revere (MA); On-site; USD 78,000 - 118,000; Full time

Job summary

TD Wealth is seeking a Financial Advisor for a three-year program in Revere, MA. You will provide financial planning guidance and investment solutions while developing client relationships to grow share of wallet.

The role requires navigating onboarding, needs analyses, and regular client reviews in a compliant TD Wealth framework, with potential travel within the market and opportunities for coaching and collaboration.

Qualifications

• Bachelor's degree strongly preferred or equivalent
• 2+ years providing advice, planning and investment sales
• Licensing: SIE, Series 7, Series 63 required; Series 66 or ability to obtain

Responsibilities

• Sell investments and provide financial planning guidance
• Deliver customer-centric service and onboarding for new clients
• Maintain client relationships and expand wallet share
• Meet quarterly and annual sales goals
• Adhere to regulatory requirements and TD Wealth policies

Skills

Client service

Communication skills

Time management

Consultative sales

Relationship building

Travel readiness

Education

Bachelor's degree strongly preferred

SIE, Series 7, Series 63 required

Series 66 (or equivalent) or ability to obtain

Job description

TD Wealth is seeking a Financial Advisor for a three-year program in Revere, MA. You will provide financial planning guidance and investment solutions while developing client relationships to grow share of wallet.

The role requires navigating onboarding, needs analyses, and regular client reviews in a compliant TD Wealth framework, with potential travel within the market and opportunities for coaching and collaboration.