TD Bank
Financial Advisor - Boca Raton, FL
$72K–$108K
Boca Raton, Florida · On-site · Full-time · Posted Oct 30, 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, manages client relationships, and sells wealth solutions to meet client goals and sales targets.
What you'll do
- Conduct client discovery, financial needs analyses, planning, and annual client reviews; recommend investments and wealth solutions.
- Serve as the primary contact for client relationships, deliver service, and refer clients to appropriate Retail, Small Business, Commercial, and Wealth partners.
- Meet sales goals while complying with 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) required or obtainable within the Licensing and Registration Schedule.
- Consultative sales experience and demonstrated 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)
Tools
SIE, Series 7, Series 63, L&H, Series 66
Model-written summary · the original posting is authoritative