TD Bank
Financial Advisor (Multiple Levels) - Ludlow, MA
$72K–$108K
Ludlow, Massachusetts · On-site · Full-time · Posted Oct 27, 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 client reviews; recommend suitable wealth solutions.
- Serve as the primary contact for client relationships, provide service, and coordinate referrals to TD partners.
- Meet sales goals, develop leads, and comply with applicable regulations and firm policies.
What they ask for
- SIE, Series 7, and Series 63 required.
- L&H and Series 66 (or equivalent), or ability to obtain them 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
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative