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Wealth Management Advisor

2 months ago

Little River, South Carolina, United States TD Bank Group Full time
Company Overview:
TD Bank Group is a prominent global financial entity and ranks as the fifth largest bank in North America by branches. With a commitment to providing exceptional customer experiences, TD serves over 27 million households and businesses across Canada, the United States, and beyond. Our dedicated team of over 95,000 colleagues is focused on enhancing the lives of our customers, communities, and fellow team members, driven by our vision to Be the Better Bank.

Role Overview:

We are seeking a proactive Transitional Financial Advisor (FA) to become a part of our TD Wealth division. The ideal candidate will possess a proven history of successfully selling investment products and delivering comprehensive financial planning services, emphasizing a customer-first approach. As a Transitional FA, you will engage with clients in the Mass Affluent segment, assisting them in achieving their financial aspirations related to asset growth, preservation, and protection. This position entails managing client relationships, achieving sales objectives, and collaborating with various stakeholders within TD Wealth.

Key Responsibilities:
  • Provide investment solutions and create tailored financial plans
  • Deliver exceptional service to enhance client retention and expansion
  • Oversee client onboarding processes and conduct thorough client assessments
  • Effectively prioritize tasks in a dynamic work environment
  • Build and sustain client relationships within the Mass Affluent segment
  • Achieve quarterly and annual sales goals
  • Refer clients to Retail and Small Business partners as necessary
  • Ensure adherence to regulatory standards and company policies
  • Foster a positive workplace culture and encourage team collaboration
Qualifications:
  • Bachelor's degree or equivalent professional experience
  • Minimum of 2 years of successful experience in investment sales and financial planning
  • Possession of Series 65 and Life/Health insurance licenses is required
  • In-depth knowledge of wealth management products and services
  • Proficient understanding of retail and small business banking practices
  • Ability to cultivate and maintain effective relationships with clients and partners
Compensation and Benefits:
Our Total Rewards package includes a competitive salary, performance-based incentives, health and wellness benefits, career development opportunities, and more. We are dedicated to supporting our colleagues in achieving their financial, physical, and mental wellness objectives.

Career Development:
If you are enthusiastic about delivering outstanding customer service and aspire to advance your career in financial services, TD Bank Group offers a wealth of opportunities. With a strong emphasis on colleague development, training programs, and leadership pathways, we are committed to your success and growth within the organization.