TD Bank
Financial Advisor- Great Neck, Long Island
$79K–$118K
Great Neck, New York · On-site · Full-time · Posted Oct 21, 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 develops business to help clients meet wealth goals.
What you'll do
- Conduct client discovery, financial needs analyses, onboarding, and annual reviews; recommend suitable wealth solutions.
- Manage client relationships, meet sales goals, deepen wallet share, and refer clients to Retail, Small Business, and Wealth partners.
- Maintain regulatory and policy compliance; support and coach colleagues and contribute to the Wealth team.
What they ask for
- 2+ years of providing advice, planning and investment sales.
- SIE, Series 7, and Series 63 required; must have L&H and Series 66 (or equivalent), or be able to obtain them within the Licensing and Registration Schedule.
- Consultative sales experience and a 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