TD · 2 weeks ago
Personal Financial Advisor - Greenville, SC
Greenville, SC
Full-time
Hybrid
New Grad, Entry Level
$25.75/hr - $38.50/hrTD is one of the world's leading global financial institutions, and they are seeking a Personal Financial Advisor to work with clients in the Mass Affluent segment. The role involves understanding clients' financial goals and providing personalized investment and insurance solutions while maintaining client relationships and delivering ongoing financial advice.
BankingFinanceFinancial ServicesWealth Management
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
Analyze clients' financial information including 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, digital prospects, marketing lead lists, and accounts transitioned from field Financial Advisors
Inform and educate clients on the financial markets and market conditions
Provide ongoing objective financial advice, long-term retirement planning and conduct annual reviews to determine changes in clients' financial status or goals
Maintain client relationships by providing ongoing advice, planning and day-to-day account servicing
Qualification
Required
Broad knowledge of financial markets and market conditions
Ability to inform and educate clients on financial markets
Experience in wealth management
Ability to analyze financial information including income, assets, and liabilities
Experience in providing ongoing objective financial advice
Experience in long-term retirement planning
Ability to conduct annual reviews to determine changes in financial status or goals
Experience in maintaining client relationships
Ability to recommend personalized investment and insurance solutions
Ability to work as part of a sales desk team
Experience in developing and maintaining a client base
Ability to attract and retain clients in the Mass Affluent segment
Benefits
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
Reward and recognition
Company
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
Founded in 1852
10001+ employees
H1B Sponsorship
TD has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
$65MKey Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M
Leadership Team
Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
F
Foster Glenn
Senior Vice President Technology and Data Risk Management
Recent News
2026-01-06
2026-01-03
Maryland Daily Record
2026-01-03
Company data provided by crunchbase