Personal Financial Advisor - Greenville, SC

Hours:

40

Pay Details:

$25.75 - $38.50 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business:

TD Wealth

Job Description:

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. The PFA I meets remotely with prospects and clients to understand their long-term financial goals, objectives and risk tolerance by analyzing their financial information including but not limited to their income, assets and liabilities. The PFA I recommends personalized investment and insurance solutions to meet the client's objectives. The PFA I will be part of a sales desk team responsible for developing and maintaining TD Wealth's client base from several sources including Retail Store referrals from stores without Financial Advisors, digital prospects, marketing lead lists & accounts transitioned from a field Financial Advisors to the central desk.

The PFA I possesses broad knowledge and the ability inform and educate clients on the financial markets and market conditions. 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. The PFA I will be part of a team that collectively is responsible for all aspects of maintaining client relationships by providing on-going advice, planning and day to day account servicing.

Depth & Scope: