TD Bank
Financial Advisor - Springfield, Massachusetts
$72K–$108K
1441 Main Street, Springfield, Massachusetts · 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 and investment recommendations to TD Wealth clients, manages client relationships, and meets sales and referral goals.
What you'll do
- Review client goals, provide financial plans and investment recommendations, and conduct annual client reviews.
- Onboard and service clients as their primary TD Wealth contact, referring them to other partners when appropriate.
- Develop client relationships, generate referrals, and meet quarterly and annual sales goals while complying with applicable regulations and policies.
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