TD Bank
Financial Advisor (Multiple Levels) - Boston, MA
$79K–$118K
Boston, Massachusetts · 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 grows business through sales and referrals.
What you'll do
- Review client goals, provide financial plans and recommend investment management solutions.
- Manage onboarding, annual reviews, ongoing service, and referrals for client relationships.
- Meet sales goals, identify client needs, and partner with Retail and Small Business/Commercial teams.
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 and 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
$78,520 - $117,520 USD (base salary)
Tools
SIE, Series 7, Series 63, L&H, Series 66
Model-written summary · the original posting is authoritative