# Financial Advisor Associate-Dyker Heights, 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-Dyker Heights, Brooklyn in New York. Posted 2026-06-12; applications close 2026-08-11. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Brooklyn-New-York/Financial-Advisor-Associate--Bensonhurst--Brooklyn_R_1483728 Posted 2d ago. ## Role details ## Job Title Financial Advisor Associate (FAA) ## Work Location Brooklyn, New York, United States of America ## Hours 40 hours per week ## Pay Details Salary range: $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 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 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 understand their short- and long-term financial goals. The FAA will educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized strategies and products to meet their financial and wealth creation objectives. The FAA must possess broad knowledge and the ability to inform, educate, and advise clients in financial analysis, markets, goals, investment and insurance strategies, and wealth management. Strong interpersonal skills are required to develop a thorough understanding of each client’s circumstances and to 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, retirement planning, and annual reviews to determine if changes in status or goals require 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 and influencing skills 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. ## Depth & Scope - Serve as the primary relationship manager and financial advisor for TD Wealth clients with a wealth management advisory need - Develop, maintain, and manage all aspects of the client’s relationship with TD Wealth - Work with prospects to 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 acquisition of new clients - Educate and advise prospects and clients regarding investment and insurance strategies and products - Retain and grow the client base through relationship management and ongoing communication - Provide tailored investment and insurance strategies to meet client objectives - Meet quarterly and annual objectives - Proficient in Salesforce, Money Guide Pro, and other authorized software to track client engagement and provide advice - Ensure a complete onboarding experience for new clients, including discovery, financial needs analysis, onboarding documents, and ongoing education - Provide education, coaching, wealth referral training, and ongoing feedback to Retail and Small Business staff - Implement a process for periodic ongoing contacts and Annual Client Reviews (ACR) with an enhanced agenda focused on wealth planning - Deepen wallet share by anticipating client needs and suggesting suitable wealth solutions - Identify opportunities within the portfolio and network to refer business to Retail/Small Business and Commercial Partners - Operate in compliance with regulations, policies, and procedures - Adhere to all applicable regulations and Firm policies - Ensure Continuing Education requirements are met - Understand and adhere to TD Bank & TD Wealth policies and procedures - Implement TD’s Customer Identification Program (CIP) and other due diligence requirements - Develop understanding of client assets and transition higher-threshold clients to appropriate HNW partners as needed - Foster a positive and constructive work environment supporting the Wealth team - Contribute as a team member and as a mentor to new FAAs - Represent TD Wealth to the public in a professional manner - Demonstrate involvement in the community and support for TD Bank and TD Wealth initiatives ## Education & Experience - Bachelor's degree strongly preferred - Mandarin or Cantonese preferred - 1+ years of relevant financial services experience, relevant degree, or completion of the FAA Trainee program - SIE & Series 7 required - Ability to obtain L&H and Series 66 (or equivalent) or have them within 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 five days a week - Ability to commute within the assigned territory - Understanding of wealth management business development techniques - Understanding of 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 FINRA requirements. May be a registered position under FINRA. - Must be eligible for employment under FINRA standards. Subject to background investigations and verification requirements, including Form U4 filings and related checks. ## Physical Requirements - Domestic travel – Continuous - International travel – Occasional - Sedentary work – Continuous - Multitasking – Continuous - Operating standard office equipment – Continuous - Responding to sounds – Occasional - Sitting – Continuous - Standing – Occasional - Walking – Occasional - Moving safely in confined spaces – Occasional - Lifting/carrying up to 25 lbs – Occasional - Lifting/carrying over 25 lbs – Occasional - Squatting – Occasional - Bending – Occasional - Kneeling – Occasional - Crawling – Occasional - Climbing – Never - Reaching overhead and forward – Occasional - Pushing/Pulling/Twisting – Occasional - Concentrating for long periods – Continuous - Applying common sense to standardized problems – Continuous - Reading, writing, and comprehending instructions – Continuous - Basic arithmetic operations – Continuous The above describes the general nature and level of work and is not an exhaustive list of responsibilities, duties, or skills required. ## Who We Are TD is a leading global financial institution, serving over 27 million households and businesses worldwide. TD is committed to client experience, fostering a respectful workplace, and empowering colleagues to grow and contribute to a simpler, faster banking experience. ## Our Total Rewards Package Our Total Rewards package reflects investments in colleagues’ financial, physical, and mental well-being. It includes base salary and variable compensation/incentives, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, and opportunities for career development and recognition. Learn more: tdtotalrewards. ## Additional Information We’re committed to developing our colleagues through regular development conversations, training programs, and competitive benefits. You’ll have access to a manager-driven development plan, an online learning platform, and mentoring programs to unlock future opportunities. TD offers diverse career paths for building expertise and making a meaningful impact. We value diverse perspectives and provide fair opportunities for growth. ## Training & Onboarding We provide training and onboarding 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 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 require accommodations to complete the application process, please email USWAPTDO@td.com with your full name, best contact method, and the accommodation needed. ## Applying to this role This Financial Advisor Associate-Dyker Heights, 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=6a2c66b4d1e8f9fa2e031589) ## More open roles at TD Bank - [Analyst - Global Core Trade Finance - GTB, TD Securities](https://www.jorb.ai/jobs/6a2c66b4d1e8f9fa2e031584.md) – New York, posted 2d ago - [Analyst, Corporate Investment Banking](https://www.jorb.ai/jobs/6a2a6c3a96c333a0a6815c1f.md) – Singapore, posted 3d ago - [Banking Associate (77th & 2nd Ave.)](https://www.jorb.ai/jobs/6a2a33953e06f2fe0c3e86f3.md) – New York, posted 4d ago - [Full Time Retail Banker I Queensbury (Upstate NY)](https://www.jorb.ai/jobs/6a28394c60a23eb44f4c2300.md) – New York, posted 5d ago - [Full Time Banking Associate Bolton Landing, NY](https://www.jorb.ai/jobs/6a27906a410508da3e4240ff.md) – New York, posted 6d ago ## Other open Private Wealth roles - [Private Wealth Associate](https://www.jorb.ai/jobs/69e7dfa6d930265e52dac438.md) at [AllianceBernstein](https://www.jorb.ai/firms/alliancebernstein.md) – New York, posted 1mo ago - [Client Account Manager - Taiwan International](https://www.jorb.ai/jobs/6a29c3c7d75aa15b2296d5ee.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Hong Kong, posted 3d ago - [Investment Advisory Internship](https://www.jorb.ai/jobs/6a272083ae1187b05dc34b07.md) at [Endowus](https://www.jorb.ai/firms/endowus.md) – Singapore, posted 5d ago - [Merrill Advisor Development Program - Financial Advisor: 5th Ave Market](https://www.jorb.ai/jobs/6a29c39020c3f1859144026f.md) at [Bank of America](https://www.jorb.ai/firms/bank-of-america.md) – New York, posted 4d ago - [International Private Bank- Banker Professional- Analyst](https://www.jorb.ai/jobs/6a27d180fe930d8554d7500d.md) at [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) – New York, posted 5d ago --- Updated: 2026-06-14 Canonical: https://www.jorb.ai/jobs/6a2c66b4d1e8f9fa2e031589