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Financial Advisor - Mount Pleasant, SC at TD Bank - ApplyBlast

Financial Advisor - Mount Pleasant, SC

TD Bank

4 months ago

Mount Pleasant, South Carolina

Hybrid

Full Time

Junior

0 applicants

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About this role

This entry-level role is a three-year program for Financial Advisors focusing on providing planning guidance and selling investment management solutions to TD Wealth clients. The position involves conducting financial needs analyses, implementing client reviews, and serving as the primary contact for client relationships while adhering to strict regulatory policies.

Responsibilities

Conduct thorough client discovery and financial needs analysis
Execute Annual Client Reviews focused on overall wealth needs
Sell investment management solutions to achieve sales goals
Act as primary point of contact for client relationships
Ensure compliance with federal, state, and firm regulations

Skills

Qualifications

Bachelor's degreeSeries 7 LicenseSeries 63 License

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).