Financial Advisor Associate - Bluffton, Sc

TD Bank

Bluffton, South Carolina, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Financial analysis and advice
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
  • The role involves analyzing financial information, educating clients on strategies and products, and recommending personalized investment and insurance solutions.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and benefits.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial analysis and advice
  • Investment and insurance strategies
  • Client relationship management
  • Salesforce and Money Guide Pro
  • Develop client base
  • Meet sales and referral goals

Nice-to-have

  • Community involvement
  • Foster positive work environment
  • Mentor new FAAs
  • Support TDBG charity initiatives

Key Requirements

  • 1+ years relevant financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) required
  • Bachelor's degree strongly preferred
  • FINRA registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter