# Financial Advisor Trainee-Bensonhurst, Brooklyn [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 Trainee-Bensonhurst, Brooklyn in New York. Posted 2026-04-10; applications close 2026-06-09. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Brooklyn-New-York/Financial-Advisor-Trainee-Bensonhurst--Brooklyn_R_1483722 Posted 12d ago. ## Role details ## Job Title: Financial Advisor Trainee (FA Trainee) **Work Location:** Brooklyn, New York, United States of America **Hours:** 40 **Pay Details:** $57,720 - $86,320 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 are designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay offered may vary based on 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 ## Job Description The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where, in addition to the responsibilities below, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the Trainee program is complete you will be transitioned into an FAA role and will need to be able to attract and retain clients by addressing their wealth management advisory needs. You will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long-term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. You must possess broad knowledge and the demonstrated ability to inform, educate and advise clients with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. You must also possess strong interpersonal skills to develop a thorough understanding of each client's individual circumstances and a lasting role as the client’s advisor. As an FA you will be a fiduciary and will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client’s financial status or goals or the need for different strategies or products. Once transitioned to an FAA role you will be responsible for all aspects of developing and maintaining client relationships by providing ongoing consultation, advice, planning and day-to-day account servicing. As an FAA, you will rely on relationship-building skills and the ability to influence in order to develop your client base and meet your assigned goals. Once assigned a territory, you will educate and coach Retail Store staff to identify referral prospects. You will need to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary. ### Depth & Scope - Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame - Actively calls and meets with TD Bank customers and prospects to deepen relationships, address customer service issues, and identify financial needs - Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD Wealth businesses and affiliates - Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance with TD Wealth policies and procedures - Recommends and provides direct sales and fulfillment of insurance and annuity solutions, where suitable - Educates TD Bank employees on wealth products and service offerings, including training on annuities and insurance products - Provides sales training on annuity and insurance offerings for TD Bank licensed insurance agents - Maintains ongoing relationships with insurance and annuity clients and refers to TD Wealth businesses and affiliates based on customer wants and needs - Responsible for all aspects of insurance and annuity business in their region, including sales and renewal processes, application intake, delivery, and other servicing needs - Maintains close relationships with Insurance Companies to achieve excellent customer service - Develops detailed understanding of products and services offered within TD Wealth and affiliates to make appropriate referrals for each customer - Maintains expert knowledge of the annuity and insurance products, local market, competitive offers, economic and regulatory trends - Responsible for accurate and complete reporting, as required by management - Meets regularly with Retail Bank employees to educate on annuity and insurance products and offerings from TD Wealth ## Education & Experience - Bachelor's Degree strongly preferred - Mandarin or Cantonese language preferred - 1+ years of relevant work experience or college degree - SIE required - Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule - Self-directed, with strong ability to plan own activities to achieve sales and referral goals - General understanding of wealth products and services - Strong verbal and written communication skills - Strong organizational and time management skills - Ability to travel to FA training class upon obtaining all required licenses and registration - Ability to commute to assigned office for in-person training and studying five days a week ## Customer Accountabilities - Understands and supports the Bank's Customer Service Strategy - Considers the impact of decisions on the well-being of TD, its customers and stakeholders - Provides the highest level of customer service when dealing with internal partners, vendors or customers - Models quality service delivery at every interaction - Leads and contributes to the ongoing improvement of the partner/customer experience ## Employee/Team Accountabilities - Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda - Participates fully as a member of the team and contributes to a positive work environment - May provide leadership, training, and guidance to other team members - Ensures ongoing communication with the team on project status and issues - Actively shares information and knowledge, and proactively learns from others ## OCC Language - 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 investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. - Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certifications from the applicant regarding any administrative, civil, and/or criminal findings by government or self-regulatory bodies, are required by law for this position. ## Physical Requirements Summary of physical demands (frequency): Domestic travel – Frequent; International travel – Never; Sedentary work – Continuous; Multi-tasking – Continuous; Operating standard office equipment – Continuous; Responding to sounds – Occasional; Sitting – Continuous; Standing – Occasional; Walking – Occasional; Moving in confined spaces – Occasional; Lifting/Carrying (under 25 lbs.) – Occasional; Lifting/Carrying (over 25 lbs.) – Never; Squatting – Occasional; Bending – Occasional; Kneeling – Never; Crawling – Never; Climbing – Never; Reaching overhead – Never; Reaching forward – Occasional; Pushing – Never; Pulling – Never; Twisting – Never; Concentrating for long periods – Continuous; Applying common sense to standardized problems – Continuous; Reading/writing/comprehension – Continuous; Arithmetic – Continuous The above statements describe the general nature and level of work performed by people assigned to this job. They are not an exhaustive list of all responsibilities, duties, and skills required. The listed responsibilities are essential functions 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 their skills 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 clients, colleagues, and communities. ## Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards) and various plans such as health and well-being benefits, retirement programs, paid time off, banking benefits and discounts, career development, and recognition. Learn more ## Additional Information We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing support to thrive both at work and at home. Colleague Development: If you’re interested in a specific career path or building certain skills, we can help you succeed with regular career, development, and performance conversations, access to online learning, and mentoring programs to unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, opportunities are fair, and you can reach your full potential. Here at TD, we hire and develop the best. ### Training & Onboarding We will 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, status as a protected veteran, or any other characteristic protected under applicable law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you, and the accommodation needed to assist you with the applicant process. ## 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/69d940f47c3391f7b7ffe44a