Personal Financial Advisor - Greenville, Sc

TD Bank

Greenville, South Carolina, United States of America
Base: $25.75 - $38.50 usd; bonus/equity: not speci...
Fully remote
Wealth management needs
Financial markets and market conditions
Client discovery and needs analysis
The Personal Financial Advisor (PFA) I works from a centralized hub with clients in the Mass Affluent (MA) segment to attract and retain clients by addressing their wealth management needs

Job Summary

  • The Personal Financial Advisor (PFA) I works from a centralized hub with clients in the Mass Affluent (MA) segment to attract and retain clients by addressing their wealth management needs.
  • As a fiduciary the PFA I puts the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning and when conducting annual reviews to determine if there have been changes in their financial status or goals.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues.

Matching Summary

The Personal Financial Advisor (PFA) I works from a centralized hub with clients in the Mass Affluent (MA) segment to attract and retain clients by addressing their wealth management needs.

Salary

Base: $25.75 - $38.50 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • wealth management needs
  • financial markets and market conditions
  • client discovery and needs analysis
  • sales desk team
  • relationship management

Nice-to-have

  • fostering positive work environment
  • community involvement
  • mentoring new advisors

Key Requirements

  • Valid and active Series S65
  • Valid and active Life & Health insurance license
  • 2+ years relatable work experience
  • FINRA eligibility
  • Satisfactory background checks

Work Rights

Not specified

Tailored Resume

Cover Letter