Wealth Advisor: Planning, Growth & Client Impact

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

Job summary

TD Wealth in Columbia, SC is seeking a Financial Advisor for a three-year program designed to serve financial planning clients with comprehensive wealth management. The FA will review goals, provide investment recommendations aligned to client objectives, and coordinate with the centralized servicing team to ensure a superior client experience.

You will build relationships, conduct annual reviews, and drive growth by expanding wallet share while adhering to regulatory requirements and firm

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 equivalent) licensing or ability to obtain.
• Strong communication and time management skills.
• Willingness to travel within assigned market five days a week.

Responsibilities

• Provide financial planning guidance and investment solutions.
• Onboard new clients with needs analysis and documentation.
• Develop client relationships to increase share of wallet.
• Meet quarterly and annual sales goals.

Skills

Financial advisory

Client relationship

Sales experience

Regulatory knowledge

Communication

Education

Bachelor’s degree

Licensing: SIE, Series 7, Series 63

L&H and Series 66 (or equivalent)

Job description

TD Wealth in Columbia, SC is seeking a Financial Advisor for a three-year program designed to serve financial planning clients with comprehensive wealth management. The FA will review goals, provide investment recommendations aligned to client objectives, and coordinate with the centralized servicing team to ensure a superior client experience.

You will build relationships, conduct annual reviews, and drive growth by expanding wallet share while adhering to regulatory requirements and firm