# Financial Advisor Associate - Medford, 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 - Medford, NY in New York. Posted 2026-05-26; applications close 2026-07-25. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Medford-New-York/Financial-Advisor-Associate---Medford--NY_R_1479953-1 Posted 23h ago. ## Role details ## Job Title **Work Location:** Medford, New York, United States of America **Hours:** 40 per week **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. Base pay 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 for more details. ## Line of Business **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 meets with prospects and clients to analyze their financial information (income, cash flow, assets and liabilities), understand short- and long-term goals, educate and advise on investment and insurance strategies, and recommend personalized investment and insurance strategies to meet financial objectives. The FAA must possess broad knowledge to inform, educate, and advise clients on financial analysis, markets, goals, strategies, and wealth management. Strong interpersonal skills are required to understand each client's circumstances and serve as their advisor. As a fiduciary, the FAA puts the client’s financial interests first, providing ongoing objective financial advice, long-term retirement planning, and annual reviews. 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 abilities to grow their client base and meet assigned goals, educate Retail Store staff to identify referrals, 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 wealth management advisory needs - Develop, maintain, and manage all aspects of the client relationship with TD Wealth - Attract and develop clients and address their wealth management advisory needs - Analyze client and prospect financial information to determine appropriate investment and insurance strategies and provide individualized financial advice - Build a client base through ongoing new client acquisition - Educate and advise prospects and clients on investment and insurance strategies and products - Retain and grow the client base through ongoing communication and periodic updates to financial planning - Recommend personalized wealth strategies and products to meet objectives - Meet quarterly and annual objectives - Proficient in Salesforce, Money Guide Pro, and other authorized software to track client engagement and provide advice - Ensure complete onboarding for new clients, including discovery, financial needs analysis, onboarding documents, and ongoing education for staff - Provide education, coaching, and wealth referral training to Retail and Small Business staff - Implement a process for periodic client contacts and annual client reviews (ACR) with an enhanced agenda focused on overall wealth and planning needs - 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 compliance with regulations, policies, and procedures - Adhere to all applicable regulations and firm policies (e.g., OCC, SEC, State Insurance Commissioners, NY DFS, etc.) - Maintain Continuing Education requirements - Understand and follow TD Bank & TD Wealth Policies and Procedures - Implement TD’s Customer Identification Program (CIP) and perform due diligence as outlined in AML procedures - Develop understanding of client assets and transition higher-threshold clients to appropriate High Net Worth (HNW) Wealth partners - Foster a positive work environment and contribute to the Wealth team’s success - Mentor new FAAAs and collaborate to ensure strong performance and enthusiasm - Represent TD Wealth professionally to the public and participate in community initiatives ## Education & Experience - Bachelor's degree strongly preferred - 1+ years of relevant experience in financial services, or completion of the FAA Trainee program - SIE & Series 7 required - Must have L&H and Series 66 (or equivalent) or be able to obtain within Licensing and Registration Schedule - Self-directed with strong planning and goal-achieving abilities - 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 and/or dealer and is subject to FINRA and securities laws. It may be registered or unregistered. - Must be eligible for employment under FINRA standards. Requires background, credit, civil litigation, and regulatory checks as part of the Firm's verification process. ## Physical Requirements Typical physical requirements and travel expectations: - Domestic Travel – Continuous - International Travel – Occasional - Sedentary work – Continuous - Multi-tasking – Continuous - Operating standard office equipment – Continuous - Responding 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/forward – Occasional - Pushing/Pulling/Twisting – Occasional - Concentration for long periods – Continuous - Applying common sense to standardized problems – Continuous - Reading, writing, and comprehension – Continuous - Arithmetic operations – Continuous The statements above describe the general nature and level of work, not an exhaustive list of responsibilities. The listed duties are essential for ADA purposes. ## Who We Are TD is a leading global financial institution 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 is committed to 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 includes base salary and incentive compensation/awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition. Learn more: Learn more. ## Additional Information We are dedicated to helping colleagues succeed through development conversations, training programs, and a competitive benefits plan. You will have regular career, development, and performance conversations with your manager, access to an online learning platform, and a variety of mentoring programs to unlock future opportunities. If you’re passionate about helping clients and building lasting relationships, TD offers diverse career paths to grow your expertise and make a meaningful impact. We foster a respectful workplace where diverse perspectives are valued and fair opportunities to grow are provided. ## 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 contact eligible candidates 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 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 US Workplace Accommodations at USWAPTDO@td.com. Include your full name, best way to reach you, and the accommodation needed. ## Applying to this role This Financial Advisor Associate - Medford, NY role at TD Bank runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. 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