Remote Mass Affluent Wealth Advisor

TD; Greenville (SC); On-site; USD 73,784,000 - 110,318,000; Full time

Job summary

TD Wealth in Greenville, SC is seeking a client-focused wealth advisor to attract and retain Mass Affluent clients by addressing their wealth management needs. You will meet with prospects and clients remotely to assess goals, risk tolerance, and financial information to tailor investment and insurance solutions.

Responsibilities include building a book of business, maintaining client data, and achieving quarterly/annual sales goals.

Qualifications

• Bachelor's degree preferred.
• Series 7 and Series 66 or equivalent and Life/Health license or SIE.
• Ability to obtain Series 7 and 66 or equivalent within licensing schedule.

Responsibilities

• Analyzes client's financial information to determine investment strategies.
• Builds a client base by acquiring new clients.
• Maintains and updates client information and relationships.
• Meets quarterly and annual sales goals.
• Proficient in Fin-Tech software to track client engagement and provide advice.
• Informs clients with wealth management and retirement planning.

Skills

Client relationship

Sales skills

Financial analysis

FinTech software

Education

Bachelor's degree preferred

Series 7 and Series 66 or equivalent

Life and Health License or SIE

Tools

FinTech software

Job description

TD Wealth in Greenville, SC is seeking a client-focused wealth advisor to attract and retain Mass Affluent clients by addressing their wealth management needs. You will meet with prospects and clients remotely to assess goals, risk tolerance, and financial information to tailor investment and insurance solutions.

Responsibilities include building a book of business, maintaining client data, and achieving quarterly/annual sales goals.