Mass Affluent Premier Banker – Client Advisory

TD; New York (NY); On-site; USD 57,000 - 86,000; Full time

Job summary

TD Bank is seeking a Premier Banker in Brooklyn, NY, to manage a mass affluent client portfolio and deliver TD's model of convenience, sales, and advice. The role focuses on proactive outreach, needs-based conversations, and coordinated referrals to specialists to meet clients’ financial needs.

Ideal candidates have HS Diploma or GED, 2+ years banking experience, and may hold SIE and Life & Health licenses. Active NMLS is required upon hire and extensive client relationship support is offered.

Qualifications

• HS Diploma or GED required
• Bachelor's degree preferred or equivalent experience
• Successful completion of the Securities Industry Essentials Exam (SIE) preferred
• Life & Health license preferred and beneficial

Responsibilities

• Delivers the TD Premier program to eligible clients.
• Grows, deepens, and retains a mass affluent book of business.
• Builds relationships with clients through proactive outreach and needs-based conversations.
• Explains banking solutions and coordinates with internal partners as needed.
• Ensures compliance with TD's policies and regulatory requirements.

Skills

Consultative sales

Client relationship management

Financial services knowledge

Education

HS Diploma or GED

Bachelor's / University degree

SIE exam

Life & Health license

Job description

TD Bank is seeking a Premier Banker in Brooklyn, NY, to manage a mass affluent client portfolio and deliver TD's model of convenience, sales, and advice. The role focuses on proactive outreach, needs-based conversations, and coordinated referrals to specialists to meet clients’ financial needs.

Ideal candidates have HS Diploma or GED, 2+ years banking experience, and may hold SIE and Life & Health licenses. Active NMLS is required upon hire and extensive client relationship support is offered.