Role OverviewAs a Financial Advisor, you will provide financial planning guidance and sell investment management solutions to TD Wealth clients. You will be responsible for reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service and developing the relationship to achieve greater share of wallet.
What You Will Do
You will leverage your experience to service the unique and complex needs of TD Wealth clients. You will ensure all new clients receive a thorough on-boarding experience, complete a financial needs analysis, and introduce them to the centralized client servicing team. You will also manage goals, prioritize tasks, and work in a fast-paced environment.
Why It Might Be a Fit
You will have the opportunity to establish relationships and partner effectively with other departments. You will be responsible for meeting quarterly and annual sales goals, deepening wallet share, and maximizing profitability while ensuring the client receives an exceptional client experience.
Requirements
- Bachelor's degree strongly preferred
- 2+ years of providing advice, planning, and investment sales
- SIE, Series 7, Series 63 required
- L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule
- Advanced understanding of wealth products and services
- Strong verbal and written communication skills
- Strong organizational and time management skills
- Ability to travel within assigned market to meet prospects, clients, and partners five days a week
Benefits
- Base salary and variable compensation/incentive awards
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development
- Reward and recognition
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