Personal Financial Advisor - Greenville, SC jobs in United States
cer-icon
Apply on Employer Site
company-logo

TD · 2 months ago

Personal Financial Advisor - Greenville, SC

positionGreenville, South Carolina
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$25.75/hr - $38.50/hr

TD Bank is one of the world's leading global financial institutions, and they are seeking a Personal Financial Advisor I 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 ServicesWealth Management
check
H1B Sponsor Likelynote

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
Recommend personalized investment and insurance solutions to meet the client's objectives
Be part of a sales desk team responsible for developing and maintaining TD Wealth's client base from several sources including Retail Store referrals, digital prospects, and marketing lead lists
Inform and educate clients on the financial markets and market conditions
Put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning and conducting annual reviews
Maintain client relationships by providing ongoing advice, planning and day to day account servicing

Qualification

Financial advisingWealth managementClient relationship managementInvestment solutionsRetirement planningAnalytical skillsCommunication skillsTeam collaboration

Required

Broad knowledge of financial markets and market conditions
Ability to inform and educate clients on financial markets
Experience in wealth management and client relationship management
Ability to analyze financial information including income, assets, and liabilities
Experience in providing ongoing objective financial advice
Ability to conduct annual reviews to determine changes in financial status or goals
Experience in recommending personalized investment and insurance solutions
Ability to work as part of a sales desk team
Strong communication skills to meet remotely with clients and prospects
Commitment to putting client's financial interests first as a fiduciary

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

twittertwittertwitter
Glassdoor3.9
company-logo
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
dateFounded in 1852
location
Wilmington, Delaware, USA
people-size10001+ employees
web-link
https://www.td.com

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 Stage
Total Funding
$65M
Key Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M

Leadership Team

leader-logo
Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
linkedin
F
Foster Glenn
Senior Vice President Technology and Data Risk Management
linkedin

Recent News

Bank Think
Ex-TD employee pleads guilty to helping move $26M to Colombia
2026-01-24
Njbiz
Ex-TD Bank employee admits role in $26M laundering scheme
2026-01-24
Investing.com
TD hires bankers from rivals including JPMorgan, Goldman to expand debt and equity capital market teams
2026-01-22
Company data provided by crunchbase