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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 the number of branches. Our commitment is to deliver exceptional customer experiences, serving over 27 million households and businesses across Canada, the United States, and internationally. With a workforce of over 95,000 dedicated professionals, we strive to enhance the lives of our customers, communities, and colleagues, all while adhering to our vision of being the better bank.

Role Overview:

We are seeking a proactive Transitional Financial Advisor (FA) to become a vital part of our TD Wealth team. 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, your primary responsibility will be to assist clients in the Mass Affluent segment in reaching 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 develop tailored financial plans.
  • Deliver outstanding service to enhance client retention and growth.
  • Oversee client onboarding processes and ensure 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 requirements and company policies.
  • Foster a positive workplace culture and promote teamwork.
Qualifications:
  • Bachelor's degree or equivalent professional experience.
  • A minimum of 2 years of successful experience in investment sales and financial planning.
  • Possession of Series 65 and Life/Health insurance licenses is mandatory.
  • In-depth knowledge of wealth management products and services.
  • Proficient understanding of retail and small business banking practices.
  • Strong ability to establish and maintain effective relationships with clients and partners.
Compensation and Benefits:
Our comprehensive rewards package includes a competitive salary, performance-based incentives, health and wellness benefits, and opportunities for career advancement. We are dedicated to supporting our colleagues in achieving their financial, physical, and mental wellness objectives.

About TD:
If you are enthusiastic about delivering exceptional customer service and are eager to advance your career in the financial services sector, TD Bank Group is the ideal environment for you. With a strong emphasis on colleague development, training initiatives, and leadership opportunities, we are committed to your success. Explore the diverse career paths available within TD and embark on a journey toward a rewarding and fulfilling professional life.