Mass Affluent Banking Advisor

TD; Newtown Square (Delaware County); On-site; USD 36,000 - 54,000; Full time

Job summary

TD Bank in Newtown Square, PA is seeking a Premier Banker to serve a mass affluent client portfolio as the primary contact, delivering TD’s model of convenience, sales and advice with a personalized, connected experience.

You will grow and retain relationships by proactive outreach, cross-selling banking solutions, coordinating with internal partners and maintaining regulatory compliance, including CIP/NMLS obligations.

Qualifications

• HS Diploma or GED (required).
• Bachelor's / University degree or equivalent experience preferred.
• 2+ years financial / banking experience.
• SIE exam strongly preferred.
• Life & Health license preferred.
• Must maintain an active NMLS registration upon hire.
• Consultative sales experience required.

Responsibilities

• Delivers the TD Premier program to eligible Clients.
• Knowledgeable in products and services to educate and advise clients.
• Performs routine and multi-step Customer transactions.
• Engages in needs-based conversations and coordinates with partners.
• Ensures compliance with regulations and CIP/NMLS requirements.
• Builds and nurtures client relationships through proactive outreach.

Skills

Consultative sales

NMLS registration

SIE exam

Financial services

Education

HS Diploma or GED

Bachelor's degree preferred

Job description

TD Bank in Newtown Square, PA is seeking a Premier Banker to serve a mass affluent client portfolio as the primary contact, delivering TD’s model of convenience, sales and advice with a personalized, connected experience.

You will grow and retain relationships by proactive outreach, cross-selling banking solutions, coordinating with internal partners and maintaining regulatory compliance, including CIP/NMLS obligations.