Financial Advisor - Mount Pleasant, SC
$72,280–$108,160 year
On-site · Mount Pleasant, South Carolina, United States
Job Summary
Financial Advisor development program (3-year) with a forgivable draw in TD Wealth, focused on providing financial planning guidance and selling investment management solutions. Role responsibilities include servicing TD Wealth clients, conducting thorough client discovery, completing financial needs analyses, delivering goals-based investment advice, onboarding clients, coordinating with the centralized client servicing team, promoting lead generation, achieving quarterly and annual sales goals, and conducting Annual Client Reviews with proactive client contact. Requires ability to travel within assigned market, strong consultative sales and relationship-building skills, and adherence to regulatory policies. Licensing requirements include SIE, Series 7, 63, and Series 66 (or the ability to obtain). Education: Bachelor's degree strongly preferred. The posting emphasizes client-centric service, wealth management knowledge, and collaboration with other TD Wealth partners to maximize wallet share.
Required Qualifications
- Bachelor's degree strongly preferred
- SIE
- Series 7
- Series 63 required
- Series 66 (or ability to obtain)
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