TD Bank
Financial Advisor - Aiken, SC
$72K–$108K
Aiken, South Carolina · On-site · Full-time · Posted Oct 30, 2026
- Experience
- 2+ years of providing advice, planning and investment sales.
- Education
- Bachelor's degree strongly preferred.
About the job
Provides financial planning guidance and investment recommendations to TD Wealth clients, manages client relationships, and develops business through investment sales and referrals.
What you'll do
- Review clients’ financial goals, provide planning advice, and recommend investment solutions.
- Manage client relationships, onboarding, annual reviews, and service needs; refer clients to other TD partners when appropriate.
- Meet sales goals, identify business opportunities, and support colleagues through referral coaching and mentoring.
What they ask for
- SIE, Series 7, and Series 63; L&H and Series 66 (or equivalent), or ability to obtain them within the Licensing and Registration Schedule.
- Experience with consultative sales, wealth management business development, and achieving sales goals.
- Ability to travel within the assigned market to meet prospects, clients, and partners five days a week, and commute within the assigned territory.
- Strong understanding of wealth products and services, with strong communication, organizational, and time-management skills.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative