TD Bank
Financial Advisor - Westfield, Massachusetts
$72K–$108K
60 Main Street, Westfield, Massachusetts · 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 and investment recommendations to TD Wealth clients, manages client relationships, and meets sales and referral goals.
What you'll do
- Review clients’ financial goals, provide planning guidance, and recommend investment solutions.
- Manage client onboarding, annual reviews, ongoing service, and referrals to appropriate partners.
- Meet sales goals, deepen client relationships, and comply 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), or ability to obtain all within the Licensing and Registration Schedule.
- Consultative sales experience; ability to travel within the assigned market 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