TD Bank
Financial Advisor- Longmeadow, Massachusetts
$72K–$108K
Longmeadow, Massachusetts · 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 guidance and investment recommendations to TD Wealth clients while managing client relationships and growing business through referrals and sales.
What you'll do
- Review clients’ financial goals, provide plans and investment recommendations, and sell investment management solutions.
- Manage client onboarding, annual reviews, ongoing service, and referrals to appropriate TD 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 proven 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