Financial Advisor - Remote

Overview

The Financial Advisor role at TD is designed to provide financial planning guidance and sell investment management solutions, focusing on the Mass Affluent segment.

In Short

• Work location: Wilmington, Delaware.
• Full-time position with a 40-hour work week.
• Salary range: $90,000/year.
• Serve as the primary contact for TD Wealth client relationships.
• Provide financial planning guidance and identify client needs.
• Achieve quarterly and annual sales goals.
• Ensure compliance with all regulations and policies.
• Participate in ongoing training and development.
• Contribute to a positive work environment.
• Engage in community initiatives and support charity efforts.

Requirements

• Bachelor's degree preferred.
• 2+ years in financial advising or investment sales.
• Required licenses: SIE, Series 7, Series 66.
• Strong communication and organizational skills.
• Ability to travel within assigned market.
• Experience in consultative sales and relationship management.
• Proven ability to achieve sales goals.
• Understanding of wealth management techniques.
• Customer-centric approach to service delivery.
• Commitment to ongoing professional development.

Benefits

• Competitive salary and incentive awards.
• Health and well-being benefits.
• Retirement savings programs.
• Paid time off including Vacation and Holiday PTO.
• Training and mentorship opportunities.
• Supportive work environment focused on growth.
• Opportunities for career advancement.
• Employee discounts on banking products.
• Community involvement and charitable initiatives.
• Inclusive culture that values diversity.