Emerging Wealth Advisor & Client Advocate

TD; Bluffton (SC); On-site; USD 62,000 - 93,000; Full time

Benefits offered by this job

Base salary + incentives

Health benefits

Retirement programs

Paid time off

Job summary

TD Wealth is seeking a Financial Advisor Associate (FAA) in Bluffton, SC to attract and retain clients by analyzing financial information, providing personalized wealth and insurance strategies, and delivering ongoing education and guidance. You will meet with prospects, educate clients, and build long-term relationships as a fiduciary advisor.

You will use Salesforce and Money Guide Pro to track engagement, conduct annual reviews, and coordinate with Retail staff and partners to grow the client

Qualifications

• Bachelor's degree strongly preferred
• SIE & Series 7 required
• Series 66 (or equivalent) or ability to obtain within Licensing Schedule
• Self-directed with ability to plan activities to achieve sales and referral goals
• Comprehensive understanding of wealth products and services
• Strong verbal and written communication skills

Responsibilities

• Serve as primary relationship manager for TD Wealth clients with wealth advisory needs
• Develop and manage client relationships and address wealth management needs
• Educate and advise prospects on investment and insurance strategies
• Build a client base through ongoing acquisition and referrals
• Ensure onboarding, annual reviews, and client communications are performed
• Travel within assigned market to meet prospects and clients
• Collaborate with Retail Store staff and cross‑department partners

Skills

Wealth management advisory

Sales experience

Interpersonal skills

Client education

Salesforce

Money Guide Pro

Education

Bachelor's degree

SIE & Series 7

Series 66 or equivalent

Tools

Salesforce

Money Guide Pro

Job description

TD Wealth is seeking a Financial Advisor Associate (FAA) in Bluffton, SC to attract and retain clients by analyzing financial information, providing personalized wealth and insurance strategies, and delivering ongoing education and guidance. You will meet with prospects, educate clients, and build long-term relationships as a fiduciary advisor.

You will use Salesforce and Money Guide Pro to track engagement, conduct annual reviews, and coordinate with Retail staff and partners to grow the client