TD Bank
Financial Advisor (Multiple Levels) - Yarmouth, Maine
$72K–$108K
Yarmouth, Maine · On-site · Full-time · Posted Oct 23, 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, manages client relationships, and sells wealth management solutions to help clients meet their financial goals.
What you'll do
- Conduct client discovery, financial needs analyses, onboarding, and annual wealth reviews; recommend suitable solutions.
- Serve as the primary contact for client relationships, provide ongoing service, and develop referrals and wallet share.
- Meet sales goals while following applicable regulations, policies, and customer due-diligence procedures.
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 a 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