Wealth Advisor Associate – Client-Focused Finance

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

Job summary

TD Wealth is seeking a Financial Advisor Associate (FAA) to attract and retain clients by addressing wealth management needs. You will analyze client financial information, including income, assets, and liabilities, and educate clients on investment and insurance strategies to tailor personal plans.

The FAA will nurture client relationships, educate staff to identify referrals, and collaborate with partners across the organization to deliver comprehensive wealth solutions in a fiduciary capacity.

Qualifications

• Bachelor's degree strongly preferred.
• 1+ years of relevant work experience in the financial services industry.
• SIE & Series 7 required.
• Series 66 (or equivalent) or ability to obtain within licensing schedule.
• Self-directed with strong ability to plan activities to achieve sales/referral goals.
• Strong knowledge of wealth products and services.
• Excellent communication and organizational skills.
• Ability to travel within assigned market five days a week.

Responsibilities

• Serve as the primary relationship manager and financial advisor for TD Wealth clients.
• Develop, maintain and manage all aspects of the client relationship.
• Educate and advise prospects and clients on investment and insurance strategies.
• Build a client base through acquisition of new clients on an ongoing basis.
• Meet quarterly and annual objectives.
• Proficient in Salesforce, MoneyGuide Pro and other approved software to track engagement.

Skills

Strong interpersonal skills

Excellent communication

Sales acumen

Time management

Self-directed

Education

Bachelor's degree strongly preferred

Tools

Salesforce

MoneyGuide Pro

Job description

TD Wealth is seeking a Financial Advisor Associate (FAA) to attract and retain clients by addressing wealth management needs. You will analyze client financial information, including income, assets, and liabilities, and educate clients on investment and insurance strategies to tailor personal plans.

The FAA will nurture client relationships, educate staff to identify referrals, and collaborate with partners across the organization to deliver comprehensive wealth solutions in a fiduciary capacity.