TD Bank
Financial Advisor - Collegeville, PA
$72K–$108K
Collegeville, Pennsylvania · On-site · Full-time · Posted Oct 20, 2026
- Experience
- 2+ years of providing advice, planning and investment sales; required licenses may be obtained within the Licensing and Registration Schedule.
- Education
- Bachelor's degree strongly preferred.
About the job
Provides financial planning and investment recommendations to TD Wealth clients, manages client relationships, and grows business through sales and referrals.
What you'll do
- Review clients’ financial goals and recommend aligned investments and wealth solutions.
- Manage onboarding, planning, annual reviews, and ongoing service for client relationships.
- Meet sales goals, generate referrals, and comply with applicable regulations and policies.
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 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