TD Bank
Financial Advisor - N. Wickham/Titusville, FL
$72K–$108K
Melbourne, Florida · 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 client relationships, growing business, and meeting sales goals.
What you'll do
- Assess client goals and needs, provide financial plans, and recommend investment and wealth solutions.
- Manage client relationships, including onboarding, annual reviews, proactive service, and referrals to internal partners.
- Meet sales goals while following applicable regulations, firm policies, and client due-diligence procedures.
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 a proven ability to achieve sales goals.
- Ability to travel within the assigned market to meet prospects, clients, and partners five days a week, and commute within the assigned territory.
- Strong verbal and written communication, organizational, and time-management skills.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative