# Financial Advisor Associate- Manhattan, NY [TD Bank](https://www.jorb.ai/firms/td-bank.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) TD Bank is hiring a Financial Advisor Associate- Manhattan, NY in New York. Posted 2026-03-30; applications close 2026-05-29. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/New-York-New-York/Financial-Advisor-Associate--Manhattan--NY_R_1481613 Posted 23d ago. ## Role details ## Job Description **Work Location:** New York, New York, United States of America **Hours:** 40 **Pay Details:** $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation-related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth ## Role Overview The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, and understand their short and long term financial goals. They educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized strategies to meet their financial and wealth creation objectives. The successful candidate must possess broad knowledge and the ability to inform, educate, and advise clients on financial analysis, markets, goals, investment and insurance strategies, and wealth management. They must have strong interpersonal skills to develop a thorough understanding of each client’s circumstances and serve as the client’s advisor. As a fiduciary, the FAA will put the client’s financial interests first when providing ongoing objective financial advice, retirement planning, and annual reviews to adjust strategies as needed. The FAA is responsible for developing and maintaining client relationships through ongoing consultation, advice, planning, and day-to-day account servicing. The FAA will rely on relationship-building and influencing skills to grow their client base and meet assigned goals. Within an assigned territory, the FAA will educate and coach Retail Store staff to identify referral prospects and will identify enterprise opportunities and engage key partners across the organization as appropriate. ### Depth & Scope - Serve as the primary relationship manager and financial advisor for TD Wealth clients with a wealth management advisory need - Develop, maintain, and manage all aspects of the client’s relationship with TD Wealth - Work with prospects to attract and develop clients and address their wealth management advisory needs - Analyze client and prospect financial information (income, cash flow, assets, liabilities) to determine appropriate investment and insurance strategies and provide individualized financial advice - Build a client base by acquiring new clients on an ongoing basis - Educate and advise prospects and clients regarding investment and insurance strategies and products - Retain and grow the client base through ongoing relationship management, communication, and information updates - Recommend personalized investment and insurance strategies to meet client objectives - Meet quarterly and annual objectives - Proficient in Salesforce, Money Guide Pro, and other authorized software to track client engagement and provide advice - Ensure all new clients receive a complete onboarding experience, including: discovery, financial needs analysis, onboarding documents, and initial planning guidance - Provide education, coaching, wealth referral training, and ongoing feedback to Retail and Small Business staff - Implement processes to ensure periodic ongoing contacts and Annual Client Reviews (ACR) with a wealth-focused agenda - Deepen wallet share by anticipating client needs and suggesting appropriate wealth solutions - Identify opportunities within portfolios and networks to refer business to Retail and Small Business/Commercial Partners - Operate in a compliant manner with regulations, policies, and procedures - Adhere to all federal, state, SRO regulations and Firm policies related to business activities (e.g., OCC, SEC, State Insurance Commissioners, NY Department of Financial Services) - Ensure Continuing Education requirements are met - Understand and adhere to TD Bank & TD Wealth Policies and Procedures - Implement TD’s Customer Identification Program (CIP) and perform Customer Due Diligence and Enhanced Due Diligence as outlined in AML procedures - Develop understanding of client assets and transition higher-threshold clients to appropriate HNW Wealth partners as needed - Foster a positive, constructive work environment and support the Wealth team - Contribute as a team member and mentor to new FAAAs to ensure strong performance and collaboration - Represent TD Wealth professionally to the public - Demonstrate involvement in the community and support for TD Bank and TD Wealth initiatives ### Education & Experience - Bachelor's degree strongly preferred - 1+ years of relevant work experience in the financial services industry, relevant college degree, or completion of the FAA Trainee program - SIE & Series 7 required - Needed to have L&H and Series 66 (or equivalent) or the ability to obtain them within Licensing and Registration Schedule - Self-directed with strong ability to plan activities to achieve sales and referral goals - Comprehensive understanding of wealth products and services - Strong verbal and written communication skills - Strong organizational and time-management skills - Ability to travel within the assigned market to meet prospects, clients, and partners five days a week - Ability to commute within the assigned territory - Understanding of wealth management business development techniques - Understanding and experience interacting with retail and small business banking clients - Consultative sales experience required - Ability to establish relationships and partner effectively with other departments ### OCC - This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. - Must be eligible for employment under standards established by FINRA. Subject to verification requirements of FINRA Rule 3110(e), including the Firm’s obligation to investigate good character, business reputation, qualifications and experience before applying to register with FINRA and filing Form U4, and to verify the accuracy of Form U4 within 30 days after filing. - Satisfactory results on a criminal background check, credit check, civil litigation search, and regulatory enforcement action search are required by federal law. ## Physical Requirements These are the physical requirements for the role. The following scale is used: Never, Occasional, Frequent, Continuous. - Domestic Travel – Continuous - International Travel – Occasional - Sedentary work – Continuous - Performing multiple tasks – Continuous - Operating standard office equipment – Continuous - Responding quickly to sounds – Occasional - Sitting – Continuous - Standing – Occasional - Walking – Occasional - Moving safely in confined spaces – Occasional - Lifting/Carrying (under 25 lbs.) – Occasional - Lifting/Carrying (over 25 lbs.) – Occasional - Squatting – Occasional - Bending – Occasional - Kneeling – Occasional - Crawling – Occasional - Climbing – Never - Reaching overhead – Occasional - Reaching forward – Occasional - Pushing – Occasional - Pulling – Occasional - Twisting – Occasional - Concentrating for long periods – Continuous - Applying common sense to problems involving standardized situations – Continuous - Reading, writing, and comprehension of instructions – Continuous - Arithmetic operations – Continuous The above describes the general nature and level of work performed by people assigned to this job. It is not an exhaustive list of all responsibilities, duties, and skills required. These responsibilities and duties are considered essential for ADA purposes. ## Who We Are TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches. We strive to make every interaction, product, and experience remarkably human and simple for millions of households and businesses worldwide. More than 95,000 TD colleagues bring skills and creativity to foster relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is committed to leadership in client experience and believes all colleagues are client-facing. We are reimagining what banking can be for our clients, colleagues, and communities. ## Our Total Rewards Package Our Total Rewards package reflects investments to help colleagues achieve financial, physical, and mental well-being goals. It includes base salary and incentive opportunities (cash and/or equity through participation in incentive plans) and benefits such as health and well-being, retirement programs, paid time off, banking benefits and discounts, career development, and recognition. Learn more ## Additional Information We’re delighted you’re considering a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to supporting colleagues to thrive both at work and at home. If you’re interested in a specific career path or building certain skills, TD offers regular career development opportunities, mentoring programs, and access to an online learning platform to help you unlock future opportunities. We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, fair opportunities to grow exist, and you can reach your career goals. Here at TD, we hire and develop the best. ### Training & Onboarding We provide training and onboarding sessions to ensure you have what you need to succeed in your new role. ### Interview Process We’ll reach out to candidates of interest to schedule an interview. We strive to communicate outcomes to all applicants by email or phone. ## Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. If you are an applicant with a disability and need accommodations to complete the application process, please email USWAPTDO@td.com with your full name, best way to reach you, and the accommodation needed. ## More open roles at TD Bank - [Retail Banker (Kings Highway) PT 30 Hours - Bilingual Russian](https://www.jorb.ai/jobs/69e91441d6c99de3c463e288.md) — New York, posted 22h ago - [Teller I (30 Hours Weekly) - Long Island City](https://www.jorb.ai/jobs/69e7dd6b610ca6d9f646e938.md) — New York, posted 1d ago - [Banking Associate (20 Hours Weekly) - Long Island City](https://www.jorb.ai/jobs/69e7f8906a18e4925b91756a.md) — New York, posted 1d ago - [Teller I (20 Hours Weekly) - Jefferson Valley](https://www.jorb.ai/jobs/69e78d0462f0c67d6a18241a.md) — New York, posted 1d ago - [Banking Associate (Kings Highway) PT 20 Hours Bilingual Russian preferred](https://www.jorb.ai/jobs/69e63b4003d3e85d34992654.md) — New York, posted 2d ago --- Updated: 2026-04-22 Canonical: https://www.jorb.ai/jobs/69cadc0999c741396913c00e