TD Bank
Financial Advisor Associate - Montgomeryville, PA
$62K–$93K
918 Bethlehem Pike, Montgomeryville, Pennsylvania · On-site · Full-time · Posted Oct 23, 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
Serves as a primary wealth advisor, building and managing client relationships and providing personalized financial planning and investment and insurance advice.
What you'll do
- Analyze clients’ financial circumstances and goals, recommend tailored wealth strategies, and provide ongoing advice and annual reviews.
- Acquire, retain, and grow a client base by managing relationships, meeting sales objectives, and identifying referrals and partner opportunities.
- Educate and coach Retail and Small Business staff on wealth referrals and ensure compliant onboarding and client servicing.
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; comprehensive understanding of wealth products and services.
- Ability to travel and commute within the assigned territory to meet prospects, clients, and partners five days a week.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$61,880 - $92,560 USD (base pay)
Tools
SalesForce, Money Guide Pro
Model-written summary · the original posting is authoritative