Base: $68,640 - $102,960 usd; bonus/equity: not sp...
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Selling investment management solutions
Providing financial planning guidance
Customer-centric service delivery
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TD Bank is seeking a Financial Advisor to join their team in Bluffton, South Carolina. This role involves providing financial planning guidance and managing client relationships within TD Wealth, with a focus on investment management solutions.
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Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development being defining features of the colleague experience.
Matching Summary
Match Score: 75
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TD Bank is seeking a Financial Advisor to join their team in Bluffton, South Carolina. This role involves providing financial planning guidance and managing client relationships within TD Wealth, with a focus on investment management solutions.
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Salary
Base: $68,640 - $102,960 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Selling investment management solutions
Providing financial planning guidance
Customer-centric service delivery
Meeting quarterly and annual sales goals
Nice-to-have
Community involvement and support
Fostering a positive work environment
Mentoring new Financial Advisors
Key Requirements
2+ years of providing advice, planning and investment sales
SIE, Series 7, Series 63 required
Ability to obtain L&H and Series 66 (or equivalent)