TD Bank
Financial Advisor (Multiple Levels) - Manchester, New Hampshire
$72K–$108K
Manchester, New Hampshire · On-site · Full-time · Posted Oct 16, 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 advice to TD Wealth clients, manages client relationships, and meets sales and referral goals.
What you'll do
- Onboards clients, conducts financial needs analyses and planning, and provides annual reviews and ongoing proactive contact.
- Manages client relationships, recommends wealth solutions, and refers clients to appropriate Retail, Small Business, Commercial, and Wealth partners.
- Meets sales goals while complying with regulations and policies; supports and coaches colleagues on Wealth referrals.
What they ask for
- 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.
- Strong understanding of wealth products and services and wealth management business development techniques.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative