TD Bank
Financial Advisor (Multiple Levels) - Greenfield, Massachusetts
$72K–$108K
Greenfield, Massachusetts · On-site · Full-time · Posted Oct 23, 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 meets sales and referral goals.
What you'll do
- Conduct client discovery, financial needs analyses, onboarding, and annual reviews; recommend solutions aligned with clients’ goals.
- Serve as primary contact for client relationships, deliver ongoing service, and refer clients to appropriate Retail, Small Business, Commercial, or Wealth partners.
- Meet sales goals, develop referrals, and comply with applicable regulations 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 and demonstrated 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
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative