TD Bank
Financial Advisor (Multiple Levels)- Westchester/ White Plains
$67K–$118K
Larchmont, New York · On-site · Full-time · Posted Oct 30, 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, manages client relationships, and grows business through investment sales and referrals.
What you'll do
- Review clients’ financial goals, provide planning, and recommend investment solutions aligned with their goals.
- Manage client relationships, including onboarding, annual reviews, proactive service, and referrals to other TD partners.
- Meet sales goals, deepen client relationships, 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 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 salary)
Model-written summary · the original posting is authoritative