# Financial Advisor Associate- Bronx/Manhattan/Westchester [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- Bronx/Manhattan/Westchester in New York. Posted 2026-04-16; applications close 2026-06-15. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Pelham-New-York/Financial-Advisor-Associate--Bronx-Manhattan-Westchester_R_1484942 Posted 6d ago. ## Role details ## Job Details **Location:** Pelham, 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, and to 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 investment and insurance strategies and products to meet 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 place 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 influence to develop 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 identify enterprise opportunities, engaging key partners across the organization as appropriate. ## 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 to determine appropriate investment and insurance strategies and products, and provides individualized financial advice - Builds a client base by acquisition of 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 and ongoing communication - Recommends personalized investment and insurance strategies to meet client objectives - Meets quarterly and annual objectives - Proficient in Salesforce, Money Guide Pro and other authorized software to track client engagement and provide advice - Ensures a complete onboarding experience for new clients, including discovery, financial needs analysis, onboarding documents - Provides education, coaching, and ongoing feedback to Retail and Small Business staff - Implements a process for periodic client contacts and Annual Client Reviews (ACR) - Deepens wallet share by anticipating client needs and suggesting Wealth solutions - Identifies opportunities within the portfolio to refer business to Retail and Small Business/Commercial Partners - Operates in compliance with regulations, policies and procedures - Adheres to all applicable regulations and firm policies - Maintains Continuing Education requirements - Represents TD Wealth professionally and contributes to a positive work environment - Advocates for community involvement and TD charity initiatives ## Education & Experience - Bachelor's degree strongly preferred - 1+ years of relevant work experience in financial services, relevant degree, or completion of the FAA Trainee program - SIE & Series 7 required - Licensing: L&H and Series 66 (or equivalent) or ability to obtain within the Licensing and Registration Schedule - Self-directed with strong planning and sales/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 five days a week - Ability to commute within the assigned territory - Understanding of wealth management business development techniques - 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/dealer and is subject to FINRA and Securities Laws. May be registered activity - Must be eligible for employment under FINRA standards - Satisfactory results on criminal background check, credit check, civil litigation search, and regulatory actions required by federal law ## Physical Requirements - 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 (25 lbs) – Occasional - Squatting – Occasional - Bending – Occasional - Kneeling – Occasional - Crawling – Occasional - Climbing – Never - Reaching overhead/forward – Occasional - Pushing/Pulling/Twisting – Occasional - Concentrating for long periods – Continuous - Reading, writing and comprehension of instructions – Continuous - Basic arithmetic operations – Continuous The statements above 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. ## 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. TD employs thousands of colleagues who foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. We are committed to client experience and believe all colleagues are client facing. ## Our Total Rewards Package Our Total Rewards package includes base salary and variable compensation/awards, health and well-being benefits, savings and 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 and training programs, we offer support to help colleagues thrive at work and at home. If you’re interested in a specific career path or building certain skills, you’ll have regular career, development, and performance conversations with your manager, plus access to an online learning platform and mentoring programs. TD offers diverse career paths to grow expertise and make a meaningful impact. We are committed to a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow. ## Training & Onboarding We provide training and onboarding sessions to ensure you have what you need to succeed in your new role. ## Interview Process We will 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 protected characteristic. 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/69e160f7423f822f5f517959