Wealth Advisor: Goals-Based Planning & Growth

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

Job summary

TD Bank Group in Lexington, South Carolina, is seeking a Financial Advisor for TD Wealth. The role focuses on providing financial planning guidance and investment solutions to clients, serving as the central contact for client relationships, and driving wealth growth through comprehensive needs analysis and proactive reviews.

Final job level/title will be determined based on qualifications and experience. The program includes development opportunities and a strong emphasis on customer-centric

Qualifications

• Experience selling investments and providing financial plans.
• Delivers legendary customer service during every interaction to maximize retention and growth.
• Completes client discovery, financial needs analysis, and goals-based advice.
• Supports lead generation and cross-sell within TD Wealth.

Responsibilities

• Serve as the primary point of contact for TD Wealth client relationships and manage all aspects of client experience.
• Provide financial planning guidance and investment recommendations aligned to client goals.
• Facilitate onboarding for new clients and coordinate with centralized servicing teams.
• Meet quarterly and annual sales goals.
• Ensure compliance with all regulations and internal policies.

Education

Bachelor's degree strongly preferred

Job description

TD Bank Group in Lexington, South Carolina, is seeking a Financial Advisor for TD Wealth. The role focuses on providing financial planning guidance and investment solutions to clients, serving as the central contact for client relationships, and driving wealth growth through comprehensive needs analysis and proactive reviews.

Final job level/title will be determined based on qualifications and experience. The program includes development opportunities and a strong emphasis on customer-centric