TD Bank
Financial Advisor - Great Falls, VA
$79K–$118K
Great Falls, Virginia · On-site · Full-time · Posted Oct 23, 2026
- Experience
- 2+ years of providing advice, planning and investment sales.
- 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, provide planning guidance, and recommend investment solutions.
- Manage client relationships, onboarding, annual reviews, and service needs as the primary point of contact.
- Meet sales goals, deepen client relationships, generate referrals, and coach bank colleagues on Wealth referrals.
What they ask for
- 2+ years of providing advice, planning and investment sales.
- SIE, Series 7, and Series 63; 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
$78,520 - $117,520 USD (base salary)
Model-written summary · the original posting is authoritative