TD Bank
Personal Financial Advisor - Greenville, SC
Greenville, South Carolina · On-site · Full-time · Posted Oct 30, 2026
- Experience
- 2+ years of experience relatable to the role is an alternative licensing pathway; otherwise, no years requirement stated.
- Education
- Bachelor's degree preferred.
About the job
Advises Mass Affluent clients remotely on wealth management, providing investment and insurance recommendations, financial planning, and ongoing relationship and account servicing.
What you'll do
- Analyze clients’ finances and goals to recommend investment and insurance solutions, and provide retirement planning and ongoing advice.
- Build and retain a client base, conduct onboarding and annual reviews, and meet sales goals.
- Maintain compliant client relationships, service accounts, and refer clients to appropriate wealth partners.
What they ask for
- Series 7 and Series 66, or equivalent Series 63 and Series 65, plus a Life and Health License; or SIE, 2+ years of related experience, and ability to obtain the required licenses within the Licensing and Registration Schedule.
Nice to have
- Bachelor's degree.
- Wealth-management business development knowledge; retail or small-business banking experience; experience with Mass Affluent or HNW clients; consultative sales experience; or ability to partner across departments.
Pay
$25.75 - $38.50 USD (base salary)
Tools
Fin-Tech software
Model-written summary · the original posting is authoritative