# Financial Advisor Associate- 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 Associate- Bensonhurst, Brooklyn in New York. Posted 2026-05-26; applications close 2026-07-25. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Brooklyn-New-York/Financial-Advisor-Associate--Bensonhurst--Brooklyn_R_1483728 Posted 1d ago. ## Role details ## Job Title Financial Advisor Associate (FAA) – TD Wealth ## Work Location Brooklyn, New York, United States of America ## Hours 40 hours 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. 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 with 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 (income, cash flow, assets and liabilities), understand their short and long-term financial goals, educate and advise on 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 must possess broad knowledge and the ability to inform, educate and advise clients on financial analysis, financial markets, goals, investment and insurance strategies and wealth management. Strong interpersonal skills are required to develop an understanding of each client’s 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. 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 and will identify enterprise opportunities and engage 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 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 provides individualized financial advice - Builds a client base through ongoing acquisition of new clients - Educates and advises prospects and clients on investment and insurance strategies and products - Retains and grows the client base through ongoing relationship management and regular updates to client financial plans - 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 authorized software to track client engagement and provide advice - Ensures a complete onboarding experience for new clients, including discovery, financial needs analysis, and onboarding documentation - Provides education, coaching, wealth referral training, and ongoing feedback to Retail and Small Business staff - Implements a process for periodic client contacts and annual client reviews (ACR) with a focused wealth planning agenda - Deepens wallet share by anticipating client needs and suggesting appropriate wealth solutions - Identifies opportunities within portfolios and networks to refer business to Retail and Small Business/Commercial Partners - Acts in compliance with regulations, policies and procedures - Adheres to all federal, state, SRO regulations and Firm policies - Completes Continuing Education requirements - Understands and adheres to TD Bank & TD Wealth Policies and Procedures - Implements TD’s Customer Identification Program (CIP) and related due diligence requirements - Assists with transitioning higher-threshold clients to appropriate HNW wealth partners as needed - Fosters a positive work environment and supports the wealth team - Mentors new FAAAs and contributes to strong performance and collaboration - Represents TD Wealth professionally to the public - Demonstrates involvement in the community and support for TD’s charitable initiatives ### Education & Experience - Bachelor's degree strongly preferred - Mandarin or Cantonese preferred - 1+ years of relevant experience in financial services, or relevant degree or completion of the FAA Trainee program - SIE and Series 7 required - Licensed to include L&H and Series 66 (or equivalent) or ability to obtain per Licensing and Registration Schedule - Self-directed with strong planning, sales and referral goals achievement - 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 - 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 ## Regulatory & Compliance OCC: This position is with a FINRA member, broker and/or dealer and is subject to FINRA and securities laws. May be registered under FINRA. Eligibility for employment under FINRA standards is required. Background checks and regulatory verifications are required. ## Physical Requirements The following descriptions are intended to describe the general nature and level of work being performed. They are not exhaustive lists of all responsibilities, duties, and skills required. - 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, bending, kneeling, crawling – Occasional - Climbing – Never - Reaching overhead/forward – Occasional - Pushing/Pulling/Twisting – Occasional - Concentrating for long periods – Continuous - Applying common sense to standardized problems – Continuous - Reading, writing and comprehension – Continuous - Mathematical calculations – Continuous The above statements describe the general nature and level of work and are not an exhaustive list of responsibilities, duties, and skills required. ## Who We Are TD is a leading global financial institution and a major bank in North America. We strive to make every interaction, product, and experience remarkably human and simple. 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/ incentives, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition programs. Learn more: Learn more ## Additional Information We offer ongoing development opportunities, training, and mentoring programs. Regular career, development, and performance conversations with your manager are available, along with access to online learning platforms. TD provides diverse career paths to help you grow your expertise and make a meaningful impact. We foster a respectful workplace where diverse perspectives are valued, and all colleagues have 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 and will communicate outcomes 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 characteristic protected by law. If you require accommodations to complete the application process, please email US Workplace Accommodations at USWAPTDO@td.com with your full name, best contact method, and accommodation needed. ## Applying to this role This Financial Advisor Associate- Bensonhurst, Brooklyn 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=6a161547f8228c9e041515e0) ## More open roles at TD Bank - [Retail Banker I - White Plains (Bilingual Spanish Preferred)](https://www.jorb.ai/jobs/6a161547f8228c9e041515dc.md) – New York, posted 1d ago - [Financial Advisor Associate - Medford, NY](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d12.md) – New York, posted 1d ago - [Financial Advisor Associate-Long Beach](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d13.md) – New York, posted 1d ago - [Financial Advisor Associate - Bethpage, NY](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d16.md) – New York, posted 1d ago - [Financial Advisor Associate - Mineola](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d19.md) – New York, posted 1d 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 6d ago - [IPB - Investment Professional - LATAM Mexico](https://www.jorb.ai/jobs/6a0b855b42bee139655ccc9a.md) at [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) – New York, posted 11d ago - [Discretionary and Advisory Product Development – Analyst](https://www.jorb.ai/jobs/6a09f41f4b74c4327989c549.md) at [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) – London, posted 11d ago - [U.S. Private Bank – Investment Professional](https://www.jorb.ai/jobs/6a0698204b91e98b3692e4f4.md) at [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) – New York, posted 12d ago --- Updated: 2026-05-27 Canonical: https://www.jorb.ai/jobs/6a161547f8228c9e041515e0