TD Bank
Financial Advisor - Montgomeryville, PA
$72K–$108K
918 Bethlehem Pike, Montgomeryville, 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 and investment recommendations to TD Wealth clients while managing relationships, growing assets, and meeting sales goals.
What you'll do
- Review client goals, provide financial plans and investment recommendations, and conduct onboarding and annual client reviews.
- Manage client relationships and refer clients to appropriate Wealth, Retail, and Small Business partners.
- Meet sales goals, develop referrals, and follow applicable regulatory and firm policies.
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
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative