TD Bank
Financial Advisor (Multiple Levels)-Caesars Bay, Brooklyn
$67K–$118K
Brooklyn, New York · On-site · Full-time · Posted Oct 30, 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, manages client relationships, and sells wealth solutions to meet clients’ goals.
What you'll do
- Conduct client discovery, financial needs analyses, onboarding, and annual reviews; recommend investments aligned with client goals.
- Manage client relationships, provide ongoing service, identify opportunities to deepen business, and refer clients to appropriate partners.
- Meet sales goals while following regulatory, firm, and customer-identification requirements.
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
$66,560 - $117,520 USD (base salary)
Model-written summary · the original posting is authoritative