TD Bank
Financial Advisor - Doylestown, PA
$62K–$108K
Doylestown, 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 investment sales and referrals.
What you'll do
- Conduct client discovery, financial needs analyses, planning meetings, and annual client reviews; recommend solutions aligned with client goals.
- Serve as the primary contact for client relationships, provide service, and refer clients to appropriate Retail, Small Business, and Wealth partners.
- Meet sales goals and follow 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; 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
$61,880 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative