Financial Advisor - Burlington, VT
$72,280–$108,160 year
On-site · Burlington, Vermont, United States
Job Summary
Financial Advisor (FA) in TD Wealth based in Burlington, VT is a three-year program with a forgivable draw. You will provide financial planning guidance and sell investment management solutions, service TD Wealth clients, conduct client discovery and needs analyses, deliver goals-based advice, and manage onboarding, annual client reviews, and ongoing client contact to grow wallet share. The role emphasizes relationship-building, compliance with regulatory requirements (FINRA, OCC, state insurance regulators), cross-collaboration with servicing teams, lead generation, coaching, and ongoing development. Requires prior advisory experience, strong communication and organizational skills, ability to travel within the assigned market, and licenses including SIE, Series 7, Series 63 (and Series 66 or ability to obtain). Education of a Bachelor's degree strongly preferred and a focus on wealth products and services is essential.
Required Qualifications
- Bachelor's degree preferred
- 2+ years of providing advice, planning and investment sales
- SIE, Series 7, Series 63 required
- L&H and Series 66 (or equivalent) or ability to obtain all within licensing schedule
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