TD Bank
Financial Advisor - Bear, DE
$72K–$108K
Bear, Delaware · On-site · Full-time · Posted Oct 23, 2026
- Experience
- 2+ years of providing advice, planning and investment sales.
- Education
- Bachelor's degree strongly preferred.
About the job
Provides financial planning guidance and investment recommendations to TD Wealth clients while managing relationships, delivering client service, and meeting sales goals.
What you'll do
- Review client financial goals, provide plans and investment recommendations, and sell investment management solutions.
- Manage client relationships, onboarding, annual reviews, and referrals to appropriate TD partners.
- Meet sales goals while following applicable regulations, policies, and procedures.
What they ask for
- SIE, Series 7, and Series 63 required.
- L&H and Series 66 (or equivalent), or ability to obtain all within the Licensing and Registration Schedule.
- Consultative sales experience and proven ability to achieve sales goals.
- Ability to travel within the assigned market to meet prospects, clients, and partners five days a week.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative