Wealth Advisor: Client Planning & Investment Guidance
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-31
Listing for:
TD Bank Group
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
TD Bank Group seeks a Financial Advisor to deliver goals-based guidance and investment solutions for TD Wealth clients. You will be the central contact, providing client service, onboarding, reviews, and referrals to TD's Retail and Wealth partners.
With 2+ years in investment sales and a strong licensing suite (SIE, 7, 63, 66/L&H), you’ll navigate regulatory requirements while pursuing quarterly sales goals and a high standard of service. Spanish language skills are a plus.
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