TD Bank
Financial Advisor (Multiple Levels)-Huntington, Long Island
$67K–$118K
Huntington, 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 and investment recommendations to TD Wealth clients while managing relationships, client service, and sales goals.
What you'll do
- Review client goals, create financial plans, and recommend investment and wealth solutions.
- Manage client relationships, onboarding, annual reviews, and proactive service; refer clients to appropriate partners when needed.
- Meet sales goals, identify referral opportunities, 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
$66,560 - $117,520 USD (base salary)
Model-written summary · the original posting is authoritative