# Financial Advisor Associate - Bethpage, 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 - Bethpage, NY in New York. Posted 2026-05-26; applications close 2026-07-25. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Bethpage-New-York/Financial-Advisor-Associate---Bethpage--NY_R_1479947 Posted 23h ago. ## Role details ## Job Details **Work Location:** Bethpage, 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 **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, understand their short and long-term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized 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 FAA must also possess strong interpersonal skills to develop a thorough understanding of each client’s individual 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, 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 through 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 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 (income, cash flow, assets and liabilities) to determine appropriate investment and insurance strategies and products; provides individualized financial advice - Builds a client base through ongoing new client acquisition - Educates and advises prospects and clients regarding investment and insurance strategies and products - Retains and grows the client base through relationship management, ongoing communication, and periodic updates to financial planning - Recommends personalized investment and insurance strategies and products to meet client objectives - Meets quarterly and annual objectives - Proficient in Salesforce, Money Guide Pro, and other approved software to track client engagement and provide advice - Ensures a complete onboarding experience for new clients, including discovery, needs analysis, onboarding documents, and setup - Provides education, coaching, wealth referral training, and ongoing feedback to Retail and Small Business staff - Implements a process to ensure periodic ongoing contacts and an Annual Client Review (ACR) with an enhanced agenda focused on 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 other due diligence requirements - Develops understanding of client assets and transitions higher-threshold clients to appropriate high-net-worth partners, as needed - Fosters a positive and constructive work environment supporting the Wealth team - Contributes as a team member and mentor to new FAAs to ensure strong performance and collaboration - Represents TD Wealth professionally to the public - Demonstrates involvement in the community and support for TD Bank/TD Wealth initiatives ## Education & Experience - Bachelor’s degree strongly preferred - 1+ years of relevant experience in financial services, relevant college degree, or completion of the FAA Trainee program - SIE & Series 7 required - Required to have 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 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 background check and verification requirements of FINRA Rule 3110(e), including investigation of good character, qualifications, and experience before registration and Form U4 filing, and verification of Form U4 information within 30 calendar days after filing. - Satisfactory results on criminal background check, credit report check, civil litigation search, and regulatory action search, and applicant certifications may be required by federal law. ## Physical Requirements Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% - Domestic Travel – Continuous - International Travel – Occasional - Performing 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 comprehending instructions – Continuous - Adding, subtracting, multiplying and dividing – Continuous The above statements describe the general nature and level of work; they are not an exhaustive list of responsibilities. The listed 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/stores. We strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses worldwide. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is committed to leadership in client experience; all colleagues are client facing. We are reimagining banking for our clients, colleagues, and communities. ## Our Total Rewards Package Our Total Rewards package reflects investments to help colleagues and their families achieve 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, 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 provide support to help colleagues thrive at work and at home. If you’re pursuing a specific career path, you’ll have regular career, development, and performance conversations with your manager, access to an online learning platform, and mentoring programs to unlock future opportunities. TD offers diverse career paths to grow expertise and make a meaningful impact. We are committed to your success and fostering a respectful workplace where diverse perspectives are valued and fair opportunities to grow are available. ## 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 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. ## Applying to this role This Financial Advisor Associate - Bethpage, 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. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=td-bank&job=6a15e685910ad60a8f4d2d16) ## More open roles at TD Bank - [Financial Advisor Associate - Medford, NY](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d12.md) – New York, posted 23h ago - [Financial Advisor Associate-Long Beach](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d13.md) – New York, posted 23h ago - [Financial Advisor Associate - Mineola](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d19.md) – New York, posted 23h ago - [Financial Advisor Associate - Hicksville, NY](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d20.md) – New York, posted 23h ago - [Banking Associate (Rockefeller Center)](https://www.jorb.ai/jobs/6a133cf920d8685c5adbf4db.md) – New York, posted 2d ago ## Other open Private Wealth roles - [Intern](https://www.jorb.ai/jobs/69dc2867e4fab911f26dca52.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – New York, posted 1mo ago - [Client Services Associate](https://www.jorb.ai/jobs/6a100ad684cfa6b78ecb2631.md) at [Citi](https://www.jorb.ai/firms/citi.md) – New York, posted 5d ago - [IPB - Investment Professional - LATAM Mexico](https://www.jorb.ai/jobs/6a0b855b42bee139655ccc9a.md) at [J.P. 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