Wealth Planning Advisor – Client-Focused Growth

TD Bank, N.A.; Aiken (SC); On-site; USD 65,000 - 108,000; Full time

Job summary

TD Bank, N.A. is seeking a Financial Advisor (FA) for a three‑year program to deliver financial planning guidance and investment solutions to TD Wealth clients. You’ll review goals, provide needs-based advice, and drive growth by deepening client relationships.

Role requires SIE, Series 7, Series 63 and Series 66 (or equivalents) plus Life & Health licensing; travel within the market is expected as you build a strong client base with ongoing coaching and onboarding support from TD Wealth.

Qualifications

• Bachelor's degree strongly preferred.
• SIE, Series 7, Series 63 required.
• Life & Health license or ability to obtain.

Responsibilities

• Provide client service and build relationships to increase wallet share.
• Lead generation and referrals to Retail and Wealth partners.
• Achieve quarterly and annual sales goals through consultative advice.
• Ensure compliant onboarding, client reviews, and regulatory adherence.

Skills

Client focus

Consultative sales

Communication

Time management

Education

Bachelor's degree

SIE

Series 7

Series 63

Life & Health (L&H)

Series 66

Job description

TD Bank, N.A. is seeking a Financial Advisor (FA) for a three‑year program to deliver financial planning guidance and investment solutions to TD Wealth clients. You’ll review goals, provide needs-based advice, and drive growth by deepening client relationships.

Role requires SIE, Series 7, Series 63 and Series 66 (or equivalents) plus Life & Health licensing; travel within the market is expected as you build a strong client base with ongoing coaching and onboarding support from TD Wealth.