Personal Financial Advisor - Greenville, Sc

TD Ameritrade

Greenville, South Carolina, United States of America
Base: $25.75 - $38.50 usd; bonus/equity: variable ...
Fully remote
Series 65 license required
Life and health insurance license
Mass affluent client segment experience
TD Ameritrade is seeking a Personal Financial Advisor in Greenville, SC, to engage with clients in the Mass Affluent segment. The role involves remote client meetings to assess financial goals and recommend personalized investment solutions, emphasizing client relationship management and compliance with financial regulations

Job Summary

  • The role involves working remotely from a centralized hub to attract and retain Mass Affluent clients by addressing their wealth management needs.
  • As a fiduciary, the advisor must prioritize client interests when providing objective financial advice, retirement planning, and conducting annual reviews.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Personal Financial Advisor in Greenville, SC, to engage with clients in the Mass Affluent segment. The role involves remote client meetings to assess financial goals and recommend personalized investment solutions, emphasizing client relationship management and compliance with financial regulations.

Salary

Base: $25.75 - $38.50 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO included

Skills & Requirements

Must-have

  • Series 65 license required
  • Life and Health insurance license
  • Mass affluent client segment experience
  • Consultative sales approach
  • Fiduciary responsibility adherence

Nice-to-have

  • Bachelor's degree preferred
  • Retail banking background
  • High net worth transition experience
  • Fin-Tech software proficiency
  • Community involvement interest

Key Requirements

  • Valid active Series 65 license
  • Valid active Life & Health insurance license
  • 2+ years relatable work experience if no license
  • Bachelor's degree preferred
  • Eligibility for FINRA registration

Work Rights

Not specified

Tailored Resume

Cover Letter