# Financial Advisor Associate-Long Beach [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-Long Beach in New York. Posted 2026-04-13; applications close 2026-06-12. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Long-Beach-New-York/Financial-Advisor-Associate-Long-Beach_R_1483989 Posted 9d ago. ## Role details **Work Location:** Long Beach, 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 ## Job Description 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, 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. The successful candidate for the FAA role 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. The candidate must 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 a fiduciary, the FAA 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. The FAA is responsible for developing and maintaining client relationships by providing ongoing consultation, advice, planning, and day-to-day account servicing. The FAA will rely on relationship building skills and the ability to influence to develop their client base and meet their assigned goals. Working within an assigned territory, the FAA will educate and coach Retail Store staff to identify referral prospects. The role will identify enterprise opportunities and engage key partners across the organization as appropriate/necessary. ## Depth & Scope - Serves as the primary relationship manager and financial advisor for TD Wealth clients with a wealth management advisory need - Develops, maintains and manages all aspects of the client’s relationship with TD Wealth - Works with prospects to attract and develop clients and address their wealth management advisory needs - Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, and their short and long term financial goals/objectives to determine appropriate investment and insurance strategies and products; provides individualized financial advice - Builds a client base by acquiring new clients on an ongoing basis - Educates and advises prospects and clients regarding investment and insurance strategies and products - Retains and grows client base through relationship management, ongoing communication and consultation, obtaining and analyzing up-to-date client information, and periodic updates to financial planning as necessary - Recommends personalized investment and insurance strategies and products to meet client objectives - Meets quarterly and annual objectives - Proficient in Salesforce, MoneyGuide Pro and other authorized software to track client engagement and provide advice - Ensures all new clients receive a complete onboarding experience, including: discovery, financial needs analysis, onboarding documents, and an exceptional client experience - Provides education, coaching, wealth referral training, and ongoing feedback to Retail and Small Business staff - Implements a process to ensure every client receives periodic ongoing contacts and an Annual Client Review (ACR) with an enhanced agenda focused on overall wealth and financial planning needs - Deepens wallet share by anticipating client needs and suggesting appropriate Wealth solutions - Identifies opportunities within the portfolio and network to refer business to Retail and Small Business/Commercial Partners - Executes in a manner compliant with regulations, policies and procedures - Adheres to all federal, state, SRO regulations and Firm policies related to all business activities - Ensures all Continuing Education requirements are attained - Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures - Responsible for implementing TD’s Customer Identification Program (CIP) and performing Customer Due Diligence and Enhanced Due Diligence - Develops understanding of client assets and transitions higher threshold clients to appropriate High Net Worth Wealth partners, as needed - Fosters and contributes to a positive and constructive work environment in support of the Wealth team - Contributes as a team member and mentor to new FAAs to ensure strong performance and collaboration - Represents TD Wealth to the public in a professional manner - Demonstrates involvement in the community and support for TD Bank & 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 - Licensing: L&H and Series 66 (or equivalent) or the ability to obtain all within the 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 assigned market to meet prospects, clients and partners five days a week - Ability to commute within 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 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 the investigation and verification requirements of FINRA Rule 3110(e), including the firm's obligation to investigate the applicant's good character, business reputation, qualifications and experience before registering with FINRA and filing Form U4; and to verify the accuracy of Form U4 within 30 days after filing. - Satisfactory results on criminal background, credit, civil litigation, and regulatory/enforcement searches are required by federal law for this position. ## Physical Requirements Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% - Domestic Travel – Continuous - International Travel – Occasional - Sedentary work – Continuous - 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 standard problems – Continuous - Reading, writing and comprehending instructions – Continuous - Adding, subtracting, multiplying and dividing – Continuous The above statements describe the general nature and level of work performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed responsibilities 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/stores. We strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses. More than 95,000 TD colleagues bring their skills and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is committed to being a leader in client experience, and all colleagues are client-facing. We are reimagining banking 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, health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward 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 the support our colleagues need to thrive both at work and at home. If you’re interested in a specific career path or want to build certain skills, we want to help you succeed. You’ll have regular career development and performance conversations with your manager, as well as access to an online learning platform and mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths to grow your expertise and make a meaningful impact. We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. ## Training & Onboarding We provide training and onboarding sessions to ensure you’ve got everything you need to succeed in your new role. ## Interview Process We’ll reach out to candidates of interest to schedule an interview. We aim 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 federal, state, or local 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 application 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/69dd3891486630730277ff9a