TD Bank
Financial Advisor - Wilmington, NC
$72K–$108K
Wilmington, North Carolina · On-site · Full-time · Posted Oct 29, 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, manages client relationships, and grows business through sales and referrals.
What you'll do
- Review clients’ financial goals, provide planning advice, and recommend investment and wealth solutions.
- Manage client relationships, onboarding, annual reviews, and ongoing service as the primary point of contact.
- Meet sales goals, generate referrals, and ensure activities comply with applicable regulations and firm 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 and a proven ability to achieve sales goals.
- Ability to travel within the assigned market and commute within the assigned territory.
Nice to have
- Bachelor's degree strongly preferred.
Pay
$72,280 - $108,160 USD (base salary)
Model-written summary · the original posting is authoritative