TD Bank
Financial Advisor - Delray Beach, FL
$72K–$108K
Delray Beach, 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 while managing relationships, client service, and investment sales.
What you'll do
- Review clients’ financial goals and recommend aligned investment solutions; provide planning and annual client reviews.
- Manage client relationships, onboarding, ongoing service, and referrals to appropriate TD partners.
- Meet sales goals while following applicable regulations, firm policies, and customer identification 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 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)
Model-written summary · the original posting is authoritative