TD Bank
Financial Advisor - Bethpage
$72K–$108K
Bethpage, New York · On-site · Full-time · Posted Oct 16, 2026
- Experience
- 2+ years of providing advice, planning and investment sales.
- Education
- Bachelor's degree strongly preferred.
About the job
Provides financial planning and investment recommendations to TD Wealth clients while managing relationships, servicing needs, and sales goals.
What you'll do
- Review clients’ financial goals and recommend investment solutions; provide planning and annual reviews.
- Manage client relationships, onboarding, service, and referrals to Wealth, Retail, and Small Business partners.
- Meet sales goals while following applicable regulations, policies, and procedures.
What they ask for
- 2+ years of providing advice, planning and investment sales.
- 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; 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)
Tools
SIE, Series 7, Series 63, L&H, Series 66
Model-written summary · the original posting is authoritative