TD Bank
Financial Advisor Associate - Great Falls, VA
$67K–$99K
Great Falls, Virginia · On-site · Full-time · Posted Oct 23, 2026
- Experience
- 1+ years of relevant work experience in the financial services industry, relevant college degree, or completion of the FA Trainee program.
- Education
- Bachelor's degree strongly preferred.
About the job
Serves as a primary financial advisor for TD Wealth clients, developing relationships and providing personalized investment, insurance, and financial planning advice.
What you'll do
- Acquire, manage, and grow client relationships through ongoing advice, account servicing, and annual reviews.
- Analyze clients’ financial circumstances and recommend tailored investment and insurance strategies.
- 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; L&H and Series 66 (or equivalent), or ability to obtain all within the Licensing and Registration Schedule.
- Consultative sales experience.
- Ability to travel and commute within the assigned territory to meet clients and partners five days a week.
- Strong communication, organization, time management, and relationship-building skills.
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