TD Bank
Financial Advisor Associate - Bear, DE
$62K–$93K
Bear, Delaware · On-site · Full-time · Posted Oct 23, 2026
- Experience
- 1+ years of relevant financial services work experience, a relevant college degree, or completion of the FAA Trainee program.
- Education
- Bachelor's degree strongly preferred.
About the job
Advises and serves as the primary relationship manager for TD Wealth clients, assessing their financial needs and recommending investment and insurance strategies while building and retaining a client base.
What you'll do
- Analyze client finances and goals, provide individualized advice, and recommend investment and insurance strategies.
- Acquire, retain, and grow client relationships through ongoing consultation, annual reviews, and account servicing.
- Meet sales and referral goals, coach Retail and Small Business staff, and follow applicable regulations and policies.
What they ask for
- SIE and Series 7 required; L&H and Series 66 (or equivalent) required or obtainable within the Licensing and Registration Schedule.
- Consultative sales experience.
- Ability to travel within and commute across the assigned territory five days a week.
- Strong understanding of wealth products and services, with strong communication, organization, and time-management skills.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$61,880 - $92,560 USD (base salary)
Tools
SalesForce, Money Guide Pro
Model-written summary · the original posting is authoritative