TD Bank
Financial Advisor Associate - Bethpage, NY
$67K–$99K
Bethpage, New York · On-site · Full-time · Posted Oct 16, 2026
- Experience
- 1+ years of relevant financial services work experience, relevant college degree, or completion of the FAA Trainee program.
- Education
- Bachelor's degree strongly preferred.
About the job
Advises TD Wealth prospects and clients on personalized financial planning, investment, and insurance strategies while building and managing client relationships.
What you'll do
- Analyze client financial information and goals, then recommend tailored investment and insurance strategies.
- Acquire, retain, and grow a client base through ongoing consultation, account servicing, and annual reviews.
- Coach Retail and Small Business staff on wealth referrals and meet sales and referral objectives.
What they ask for
- SIE and Series 7 required.
- L&H and Series 66 (or equivalent), or ability to obtain all within the Licensing and Registration Schedule.
- Consultative sales experience.
- Ability to travel within the assigned market and commute within the assigned territory.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$66,560 - $99,320 USD (base salary)
Tools
SalesForce, Money Guide Pro
Model-written summary · the original posting is authoritative