TD Bank
Financial Advisor (Multiple Levels) - Portland, Maine
$72K–$108K
449 Forest Avenue, Portland, Maine · On-site · Full-time · Posted Oct 26, 2026
- Experience
- 2+ years of providing advice, planning and investment sales.
- Education
- Bachelor's degree strongly preferred.
About the job
Provides financial planning guidance and investment recommendations to TD Wealth clients while managing relationships, developing business, and meeting sales goals.
What you'll do
- Review clients’ financial goals, provide planning advice, and recommend investment solutions aligned with their goals.
- Manage client relationships, conduct onboarding and annual reviews, and deepen wallet share through appropriate Wealth solutions.
- Meet sales and referral goals while complying with regulations and TD 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) required or must be obtained 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
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative