Senior Wealth Lending Advisor
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About The Position
The Senior Wealth Lending Advisor is a pivotal role within TD Wealth, focusing on business development and relationship management with Registered Investment Advisor (RIA) firms, independent advisors, and end consumers. This position is responsible for wholesaling complex custom Private Banking solutions, primarily securities-based lending, and managing day-to-day account activities. The advisor will work closely with TD Ameritrade Investment Consultants to address the unique lending needs of wealth-qualified retail clients, while also supporting a national model with regional coverage across multiple states. The role requires a high level of expertise in securities-based lending and involves training new Wealth Lending Advisors, structuring complex deals, and ensuring compliance with regulations.
