Wealth Financial Advisor: Growth & Client Impact

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

Benefits offered by this job

Total Rewards package

Job summary

TD Wealth is seeking a Financial Advisor in Bluffton, SC, to deliver financial planning guidance and investment solutions. The role focuses on servicing TD Wealth clients, building relationships, and driving growth through comprehensive needs analyses and proactive reviews.

The program spans three years with a forgivable draw, requiring adherence to regulatory standards and a strong commitment to sales goals. A Bachelor’s degree and relevant licenses are preferred in this role.

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 the ability to obtain all within Licensing and Registration Schedule Self-directed
• Advanced understanding of wealth products and services
• Strong verbal and written communication skills
• Strong organizational and time management skills
• Ability to travel within assigned market five days a week
• Ability to commute within assigned territory
• Strong understanding of wealth management business development techniques
• Strong understanding and experience interacting with retail and small business banking clients
• Consultative sales experience required
• Demonstrated ability to establish relationships and partner effectively with other departments
• Proven ability to achieve sales goals

Responsibilities

• Sell investments and provide financial planning guidance.
• Deliver customer-centric service to maximize retention and growth.
• Onboard new clients with discovery and needs analysis.
• Develop client relationships to increase wallet share.
• Coordinate with centralized client servicing team and Wealth partners.
• Meet quarterly and annual sales goals.
• Refer opportunities to Retail and Small Business/Commercial Partners.
• Ensure compliance with regulations and TD policies.
• Provide ongoing client reviews and proactive client contact.

Skills

Sales & financial planning

Customer service

Lead generation

Time management

Wealth products

Communication skills

Regulatory compliance

Education

Bachelor's degree

SIE / Series 7 / Series 63

L&H / Series 66 license

Job description

TD Wealth is seeking a Financial Advisor in Bluffton, SC, to deliver financial planning guidance and investment solutions. The role focuses on servicing TD Wealth clients, building relationships, and driving growth through comprehensive needs analyses and proactive reviews.

The program spans three years with a forgivable draw, requiring adherence to regulatory standards and a strong commitment to sales goals. A Bachelor’s degree and relevant licenses are preferred in this role.