TD Bank
Private Client Specialist I - Melville, NY
Melville, New York · On-site · Full-time · Posted Oct 30, 2026
- Experience
- Internal candidates: 3+ years of experience working with TD's client platforms required. Experience in professional services and with affluent clients is required; no years specified.
- Education
- Bachelor degree preferred.
About the job
Supports TD Wealth relationship managers and investment advisors by onboarding high-net-worth clients, assisting with financial planning and relationship reviews, and providing investment, banking, lending, and administrative support.
What you'll do
- Coordinate client onboarding, account openings and fundings, client discovery, and required profiling documents.
- Support client relationships with portfolio information, basic financial planning, service requests, and recommendations for banking, lending, or investment solutions.
- Provide administrative and analytical support, maintain client data, prepare reports, and comply with applicable policies and regulations.
What they ask for
- Series 7, 63/65, or 66 registration; candidates with at least one may be considered and must obtain all required licensing within a defined period after hire.
- Experience in professional services and working with affluent clients.
- Knowledge of MS Word, Excel, PowerPoint, and Contact Management databases.
- Eligibility for employment under the stated financial institution, mortgage loan originator, and FINRA standards; satisfactory required background and financial checks.
Nice to have
- Bachelor degree.
- Knowledge of investments, banking, and credit products.
Pay
$25.75 - $38.50 USD (base salary)
Tools
MS Word, Excel, PowerPoint, Contact Management databases, Private Banking, Investments and Trusts platforms, financial planning software
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