
This full-time Financial Advisor role within TD Wealth is based in Newtown, Pennsylvania, and features a three-year program designed to develop expertise in financial planning and investment management. The position serves as the primary point of contact for clients, responsible for reviewing financial goals, conducting needs analyses, and recommending investment solutions to support asset growth and protection. Key duties include managing client onboarding, conducting annual reviews, and collaborating with retail banking partners to deepen client relationships. The role appeals to candidates seeking a structured career path with significant growth opportunities, mentorship, and a focus on delivering a human-centric banking experience. While the position requires daily travel within the assigned market to meet clients and partners, it offers a supportive environment dedicated to professional development and community engagement.

















