Financial Advisor - Greenville, Sc

TD Bank

Greenville, South Carolina, United States of America
$72,280 - $108,160 usd; not specified; not specifi...
Financial planning guidance
Investment management solutions
Client relationship management
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

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.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.
  • TD Bank is an equal opportunity employer and is deeply committed to being a leader in client experience, fostering a respectful workplace where diverse perspectives are valued.

Matching 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.

Salary

$72,280 - $108,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial planning guidance
  • Investment management solutions
  • Client relationship management
  • Sales goal achievement
  • Customer-centric service delivery

Nice-to-have

  • Positive and constructive work environment
  • Community involvement
  • Mentorship of new FAs
  • Professional public representation

Key Requirements

  • 2+ years of advice, planning, and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Bachelor's degree strongly preferred
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter