TD Bank
Financial Advisor (Multiple Levels)- Freehold, NJ
$62K–$108K
Freehold, New Jersey · 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 while managing relationships, growing business, and supporting clients’ wealth goals.
What you'll do
- Conduct client discovery, financial needs analyses, onboarding, and annual reviews; recommend solutions aligned with clients’ goals.
- Manage client relationships and service, deepen wallet share, meet sales goals, and refer clients to appropriate banking and wealth partners.
- Follow applicable regulations and policies, maintain required continuing education, and coach or support team members.
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; 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
$61,880 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative