Wealth Advisor: Planning, Guidance & Growth

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

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development

Reward and recognition

Job summary

TD Bank Group in Columbia, SC is seeking a Financial Advisor within TD Wealth. The role focuses on delivering wealth guidance, planning and investment solutions while serving as the primary client contact.

The program emphasizes onboarding, goal-based advice and growth through client reviews and referrals. The position requires a strong sales mindset, licensing (SIE, Series 7/63, and 66 or equivalent) and the ability to travel within the market.

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) or ability to obtain all within the Licensing and Registration Schedule
• Self-directed with ability to plan activities to achieve sales and referral goals
• Advanced understanding of wealth products and services
• Strong verbal and written communication skills
• Ability to travel within assigned market to meet prospects, clients and partners five days a week

Responsibilities

• Experience selling investments and providing financial plans
• Deliver legendary service during every customer interaction to maximize retention and growth
• Ensure new clients complete onboarding with needs analysis and planning
• Partner and promote lead generation
• Meet quarterly and annual sales goals
• Deepen wallet share by anticipating client needs with wealth solutions
• Foster strong client relationships and refer to TD Wealth partners as needed

Skills

Client service

Financial planning

Sales

Relationship management

Communication skills

Time management

Travel flexibility

Education

Bachelor's degree

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Bank Group in Columbia, SC is seeking a Financial Advisor within TD Wealth. The role focuses on delivering wealth guidance, planning and investment solutions while serving as the primary client contact.

The program emphasizes onboarding, goal-based advice and growth through client reviews and referrals. The position requires a strong sales mindset, licensing (SIE, Series 7/63, and 66 or equivalent) and the ability to travel within the market.