Wealth Planning Advisor - Grow Client Wealth & Plans

TD Bank, N.A.; Montgomeryville (Montgomery County); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank, N.A. is seeking a Financial Advisor in Montgomeryville, PA. The program spans three years with a forgivable draw, focusing on financial planning guidance and investment solutions for TD Wealth clients.

You will review goals, provide asset-appropriate recommendations, and become the central contact to service clients and grow share of wallet. The role emphasizes a client-centric approach, onboarding, comprehensive needs analysis, and collaboration with TD Wealth partners to deliver

Qualifications

• 2+ years of providing advice, planning and investment sales.
• Licensing required: SIE, Series 7, Series 63; Series 66 or equivalent preferred.
• Strong verbal and written communication; ability to travel five days.

Responsibilities

• Provide financial planning guidance and investment recommendations.
• Onboard new clients and deliver thorough discovery and needs analysis.
• Develop client relationships to grow wealth management share of wallet.
• Meet quarterly and annual sales goals and refer opportunities to partners.
• Ensure regulatory compliance across TD Bank & TD Wealth policies.

Skills

Sales experience

Client service

Communication skills

Time management

Travel readiness

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Bank, N.A. is seeking a Financial Advisor in Montgomeryville, PA. The program spans three years with a forgivable draw, focusing on financial planning guidance and investment solutions for TD Wealth clients.

You will review goals, provide asset-appropriate recommendations, and become the central contact to service clients and grow share of wallet. The role emphasizes a client-centric approach, onboarding, comprehensive needs analysis, and collaboration with TD Wealth partners to deliver