TD Bank
Financial Advisor - North Palm Beach, FL
$72K–$108K
North Palm Beach, Florida · 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 while managing client relationships, service, and sales growth.
What you'll do
- Review client goals, conduct financial needs analyses, and recommend suitable wealth solutions.
- Manage client relationships, onboarding, annual reviews, and proactive service; meet sales goals and identify referrals.
- Comply with applicable regulations and policies; support and coach Retail and Small Business staff.
What they ask for
- SIE, Series 7, and Series 63; L&H and Series 66 (or equivalent), or ability to obtain all within the Licensing and Registration Schedule.
- Consultative sales experience and demonstrated ability to achieve sales goals.
- Ability to travel within the assigned market and commute within the assigned territory.
- Strong understanding of wealth products, business development, and experience interacting with retail and small business banking clients.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative