TD Bank
Private Client Investment Advisor II - Melville, NY
$124K–$186K
Melville, New York +1 · On-site · Full-time · Posted Oct 26, 2026
- Location
- Melville, New York
New York, New York - Experience
- Preferred a minimum of 10+ Years financial services experience in a production capacity (i.e., track record for meeting sales goals) required.
- Education
- 4-year degree required; MBA or advanced degree preferred.
About the job
Provides investment advice and portfolio management for high-net-worth clients, partnering with relationship managers to develop strategies, grow assets, and ensure compliant account servicing.
What you'll do
- Develop and implement client investment strategies; monitor portfolios and recommend changes.
- Partner with relationship managers to identify client needs, grow assets, and support new client relationships.
- Maintain compliant client accounts and records, review fees and asset mix, and guide junior staff.
What they ask for
- 4-year degree.
- Valid Series 7 and Series 63 plus Series 65 or 66; active Life & Health insurance licenses.
- Consultative investment sales experience and a track record of meeting sales goals.
- In-depth investment knowledge and ability to develop diversified investment plans for clients.
Nice to have
- MBA or advanced degree; CFP, CIMA, CAIA, or CFA designation.
- 5+ years' experience in asset allocation and portfolio construction.
Pay
$124,280 - $186,160 USD (base salary)
Tools
SalesForce.com
Model-written summary · the original posting is authoritative