Financial Advisor - Little River, Sc

TD Bank

Little River, South Carolina, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Customer-centric legendary service
The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions to TD Wealth clients

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions to TD Wealth clients.
  • Responsibilities include servicing client needs, developing relationships to achieve greater share of wallet, and ensuring clients achieve their goals related to asset accumulation, preservation, growth, and protection.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, health and well-being benefits, and career development programs.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions to TD Wealth clients.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Providing financial planning guidance
  • Selling investment management solutions
  • Customer-centric legendary service
  • Client discovery and needs analysis
  • Partnering for lead generation
  • Meeting quarterly and annual sales goals

Nice-to-have

  • Positive and constructive work environment
  • Community involvement and initiatives
  • Reimagining what banking can be
  • Fostering deeper relationships

Key Requirements

  • 2+ years of providing advice, planning and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Ability to travel within assigned market five days a week
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter