Financial Advisor - Aiken, SC

TD; Aiken (SC); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Aiken, South Carolina offers a three-year Financial Advisor program where successful candidates provide financial planning guidance and investment recommendations. The role builds client relationships, delivers onboarding, and collaborates with TD Wealth teams to grow wallet share.

The initial position is flexible by candidate's qualifications; final title determined at offer. This program emphasizes client-centric service, goal-based advice, and ongoing reviews to help clients

Qualifications

• Experience selling investments and providing financial plans.
• Customer-centric service mindset and ability to build relationships.
• Onboard new clients with discovery and needs analysis.
• Ability to collaborate with servicing teams and TD Wealth partners.
• Strong organizational skills to manage goals in a fast-paced environment.

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver legendary service during every client interaction to maximize retention and growth.
• Ensure onboarding for NEW clients includes discovery, needs analysis, and proper documentation.
• Partner to promote lead generation and growth.
• Manage goals, prioritize tasks in a fast-paced environment.
• Provide Annual Client Reviews (ACR) with an enhanced wealth-focused agenda.
• Serve as the primary contact for TD Wealth client relationships and coordinate with TD Bank and partners as needed.

Job description

Work Location:

Aiken, South Carolina, United States of America

Hours:

40

Pay Details:

$72,280 - $108,160 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business:

TD Wealth

Job Description:

_ Final job level/title will be determined based on the selected candidate’s qualifications, experience, and demonstrated capabilities. Candidates may be considered for any role in the Financial Advisor Job Family. The specific position and corresponding title/level will be communicated to the selected candidate at the time of offer. _

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client’s goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.

Depth & Scope:

• Experience selling investments and providing financial plans
• Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
• Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
• Ability to partner and promote lead generation
• Manages goals, prioritizes tasks and comfortable working in a fast paced environment
• Ensures all new & existing clients are provided with a planning experience
• Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts
• Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client’s relationships with TD Bank & refers to Retail and Wealth partners & affiliates as needed
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