Financial Advisor Associate - Bluffton, Sc

The Dominion

Bluffton, SC, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role emphasizes compliance with all applicable regulations and firm policies while fostering a positive work environment and contributing to team success.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their wealth creation objectives.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Wealth management advisory
  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategies
  • SalesForce and Money Guide Pro proficiency
  • Consultative sales experience
  • Compliance with financial regulations

Nice-to-have

  • Strong interpersonal skills
  • Ability to influence and coach staff
  • Team collaboration and mentoring
  • Community involvement
  • Self-directed planning
  • Career development focus

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 or ability to obtain
  • Ability to travel within assigned market
  • Eligibility for FINRA registration
  • Criminal background and credit checks

Work Rights

Must be eligible for FINRA registration

Tailored Resume

Cover Letter