TD Bank
Financial Advisor (Multiple Levels)- Manhattan
$67K–$118K
New York, New York · 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 recommendations to TD Wealth clients, manages client relationships, and meets sales and referral goals.
What you'll do
- Conduct client discovery, financial needs analysis, onboarding, and annual client reviews; recommend wealth solutions aligned with client goals.
- Manage client relationships and service, identify opportunities to deepen wallet share, and refer clients to appropriate partners.
- Meet sales goals while complying with applicable regulations and firm policies; support and coach colleagues.
What they ask for
- 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 and commute within assigned territory.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$66,560 - $117,520 USD (base salary)
Tools
SIE, Series 7, Series 63, L&H, Series 66, FINRA
Model-written summary · the original posting is authoritative