TD Bank
Financial Advisor - Downingtown, PA
$62K–$108K
Downingtown, Pennsylvania · On-site · Full-time · Posted Oct 20, 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 develops business through sales and referrals.
What you'll do
- Conduct client discovery, financial needs analyses, onboarding, and annual wealth reviews; recommend solutions aligned with client goals.
- Manage client relationships and service, grow sales and referrals, and coordinate with Retail, Small Business, and Wealth partners.
- Meet sales goals while following applicable regulations, policies, and customer due-diligence 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 a demonstrated ability to achieve sales goals.
- Ability to travel within the assigned market and commute within the territory.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$61,880 - $108,160 USD (base salary)
Tools
SIE, Series 7, Series 63, L&H, Series 66
Model-written summary · the original posting is authoritative