Wealth Advisor Development Program

TD Bank; Bluffton (SC); On-site; USD 69,000 - 103,000; Full time

Job summary

TD Bank in Bluffton, SC is hiring for a Financial Advisor within TD Wealth. The FA role is a three-year program with a forgivable draw, focusing on financial planning guidance and investment management solutions for TD Wealth clients.

You will review client goals, conduct needs analyses, build relationships, and maintain a compliant, high-service approach while meeting sales and referral targets.

Qualifications

• Bachelor's degree strongly preferred.
• Licensing: SIE, Series 7, Series 63 required.
• L&H and Series 66 or equivalent, or ability to obtain within licensing schedule.
• Advanced understanding of wealth products and services.

Responsibilities

• Provide client service and develop relationships to achieve greater share of wallet.
• Review financial goals and provide goals-based advice.
• Lead onboarding, client discovery and needs analysis with TD Wealth clients.
• Promote lead generation and referrals to Retail and Wealth partners.
• Achieve quarterly and annual sales goals.
• Ensure compliance with regulations and TD policies.

Skills

Client advisory

Wealth planning

Sales & referrals

Regulatory compliance

Education

Bachelor's degree strongly preferred

SIE

Series 7

Series 63

L&H and Series 66

Job description

TD Bank in Bluffton, SC is hiring for a Financial Advisor within TD Wealth. The FA role is a three-year program with a forgivable draw, focusing on financial planning guidance and investment management solutions for TD Wealth clients.

You will review client goals, conduct needs analyses, build relationships, and maintain a compliant, high-service approach while meeting sales and referral targets.