TD Bank
Financial Advisor (Multiple Levels)- Medford, NY
$67K–$118K
Medford, New York · On-site · Full-time · Posted Oct 22, 2026
- Experience
- 2+ years of providing advice, planning and investment sales; L&H and Series 66 (or equivalent) may be obtained within the Licensing and Registration Schedule.
- Education
- Bachelor's degree strongly preferred.
About the job
Provides financial planning guidance and investment recommendations to TD Wealth clients while managing relationships, client service, and sales growth.
What you'll do
- Develop financial plans, review client goals, and recommend investment solutions; onboard clients and conduct annual reviews.
- Manage client relationships, provide ongoing service, and refer clients to appropriate Wealth, Retail, and Small Business partners.
- Meet sales goals, follow applicable regulations and policies, and support team development through coaching and mentoring.
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 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
$66,560 - $117,520 USD (base pay)
Tools
SIE, Series 7, Series 63, L&H, Series 66, CIP, AML, FINRA
Model-written summary · the original posting is authoritative