TD Bank
Financial Advisor (Multiple Levels)-Flourtown, PA
$54K–$108K
Flourtown, Pennsylvania · On-site · Full-time · Posted Oct 22, 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 through sales and referrals.
What you'll do
- Conduct client discovery, financial needs analyses, planning, and annual reviews; recommend wealth solutions aligned with clients’ goals.
- Manage client relationships and service, meet sales goals, and identify opportunities to deepen wallet share and refer clients to partners.
- Follow regulatory and company policies, support team development, and coach Retail and Small Business staff on wealth referrals.
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
$53,560 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative