TD Securities ยท 4 weeks ago
Personal Financial Advisor - Greenville, SC
Greenville, SC
Full-time
Hybrid
New Grad, Entry Level
$25.75/hr - $38.50/hrTD Securities 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 recommending personalized investment and insurance solutions while maintaining client relationships.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Broad knowledge and ability to inform and educate clients on the financial markets and market conditions
Ability to attract and retain clients by addressing their wealth management needs
Experience in analyzing financial information including income, assets, and liabilities
Ability to recommend personalized investment and insurance solutions to meet client objectives
Experience in conducting annual reviews to determine changes in clients' financial status or goals
Ability to provide ongoing objective financial advice and long-term retirement planning
Experience in maintaining client relationships by providing ongoing advice, planning, and day-to-day account servicing
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
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
Founded in 1855
5001-10000 employees
H1B Sponsorship
TD Securities 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
2025 (70)
2024 (49)
2023 (37)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
2026-01-06
Company data provided by crunchbase