Financial Advisor – Lexington, Massachusetts

Build meaningful client relationships as a Financial Advisor with TD Bank in Lexington, Massachusetts. In this full-time role, you'll guide clients through complex financial decisions, grow their wealth, and establish yourself as a trusted financial expert in Middlesex County.

About the Role

This is your opportunity to make a real impact as a Financial Advisor at TD Bank's Lexington branch. You'll work directly with clients to understand their unique financial situations, recommend strategic investment solutions, and help them achieve their wealth-building goals. TD Bank is committed to supporting your professional development while you advance your career in financial services.

Key Responsibilities

• Meet with clients to evaluate financial needs, objectives, and risk profiles
• Design and recommend comprehensive investment and financial plans
• Present tailored strategies for retirement planning, portfolio management, and wealth growth
• Build long-term relationships with clients through consistent communication and personalized service
• Stay informed on investment markets, financial products, and regulatory compliance requirements
• Maintain accurate client records and documentation to meet banking and regulatory standards
• Identify opportunities to expand client relationships and introduce additional financial services

What We're Looking For

• Excellent communication abilities with comfort explaining financial concepts to diverse clients
• Solid understanding of investments, financial markets, and planning strategies
• Professional experience in financial services, banking, or a related field
• Demonstrated commitment to client satisfaction and ethical business practices
• Relevant licenses or certifications (Series 7, Series 65, or equivalent) or willingness to pursue them
• High school diploma or equivalent minimum; bachelor's degree in finance or business preferred

About TD Bank in Massachusetts

TD Bank serves communities throughout Massachusetts, including the Lexington and Middlesex County area. We're known for investing in our colleagues' growth and creating an environment where financial advisors can build rewarding careers. Join a team dedicated to financial excellence and client success.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.