TD Bank
Financial Advisor - Newtown, PA
$72K–$108K
Newtown, Pennsylvania · On-site · Full-time · Posted Oct 23, 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 and growing investment business.
What you'll do
- Conduct client discovery, financial needs analyses, onboarding, and annual wealth reviews; recommend solutions aligned with client goals.
- Manage client relationships, deliver service, meet sales goals, and refer clients to appropriate Retail, Small Business, Commercial, or Wealth partners.
- Follow regulatory and firm requirements, support lead generation, and coach Retail and Small Business staff on Wealth referrals.
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 obtainable 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