Wealth Advisor - 3-Year Growth Program

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

Job summary

TD Wealth seeks a Financial Advisor candidate for a structured three-year program. You will review client goals, provide financial planning and investment recommendations, and build lasting client relationships. The role emphasizes service, compliance, and cross-team collaboration to grow wallet share.

The program targets candidates with a strong background in wealth products, licensing (SIE, Series 7/63/66 or equivalents), and proven sales capability. Travel within the market may be required.

Qualifications

• Bachelor’s degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• L&H and Series 66 (or ability to obtain) within licensing schedule.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.

Responsibilities

• Sell investments and provide financial plans to clients.
• Deliver exceptional service during every client interaction to maximize retention and growth.
• Ensure complete onboarding with client discovery, needs analysis, and documentation.
• Partner to generate leads and promote referrals.
• Meet quarterly and annual sales goals and deepen wallet share.
• Advise TD Wealth clients and coordinate with bank and partners.

Skills

Client relationships

Financial needs analysis

Sales & cross-selling

Education

Bachelor’s degree

SIE

Series 7

Series 63

Series 66

Life & Health (L&H)

Job description

TD Wealth seeks a Financial Advisor candidate for a structured three-year program. You will review client goals, provide financial planning and investment recommendations, and build lasting client relationships. The role emphasizes service, compliance, and cross-team collaboration to grow wallet share.

The program targets candidates with a strong background in wealth products, licensing (SIE, Series 7/63/66 or equivalents), and proven sales capability. Travel within the market may be required.