Personal Financial Advisor - Greenville, SC
About The Position
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.
Responsibilities
- Attract and retain clients by addressing their wealth management needs.
- Meet 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.
- Recommend personalized investment and insurance solutions to meet the client's objectives.
- Develop and maintain 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.
- Inform and educate clients on the financial markets and market conditions.
- Provide 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.
- Maintain client relationships by providing on-going advice, planning and day to day account servicing.
Benefits
- Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
- Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
- regular development conversations
- training programs
- competitive benefits plan
- online learning platform
- mentoring programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
