TD Bank
Financial Advisor Trainee - Aston, PA
Aston, Pennsylvania · On-site · Full-time · Posted Oct 23, 2026
- Experience
- 1+ years of relevant work experience or college degree.
- Education
- Bachelor's Degree strongly preferred; 1+ years of relevant work experience or college degree.
About the job
Develops skills to qualify as a TD Wealth Advisor, serving clients’ financial needs through insurance and annuity sales, referrals, and relationship building.
What you'll do
- Calls and meets with customers and prospects to assess financial needs and identify sales and referral opportunities.
- Recommends and services suitable insurance and annuity solutions, maintaining client relationships and handling renewals and applications.
- Educates and trains bank employees on wealth, annuity, and insurance products.
What they ask for
- SIE required.
- Ability to obtain Life & Health, Series 7, and Series 66 (or equivalent) within the Licensing & Registration Schedule.
- Self-directed, with strong planning ability to achieve sales and referral goals.
- Strong verbal and written communication skills.
Nice to have
- Bachelor's Degree strongly preferred.
- General understanding of wealth products and services.
Pay
$25.75 - $38.50 USD (base salary)
Model-written summary · the original posting is authoritative