Financial Advisor Manager - Tampa, Florida

TD

Tampa, Florida, United States
Base: $115,440 - $173,160 usd; bonus/equity: not s...
Team management and supervision
Financial advisor recruitment and onboarding
Mass affluent product sales expertise
The Financial Advisor Manager is responsible for hiring, onboarding, coaching, and supervising Financial Advisors to meet sales and referral goals within an assigned territory

Job Summary

  • The Financial Advisor Manager is responsible for hiring, onboarding, coaching, and supervising Financial Advisors to meet sales and referral goals within an assigned territory.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.
  • The company is committed to providing a respectful workplace with diverse perspectives valued and offers training and onboarding to support new hires' success.

Matching Summary

The Financial Advisor Manager is responsible for hiring, onboarding, coaching, and supervising Financial Advisors to meet sales and referral goals within an assigned territory.

Salary

Base: $115,440 - $173,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Team management and supervision
  • Financial advisor recruitment and onboarding
  • Mass Affluent product sales expertise
  • Regulatory compliance oversight
  • Territory and relationship management
  • Sales coaching and performance evaluation

Nice-to-have

  • Project management skills
  • Strong communication skills
  • Collaboration with retail and wealth partners
  • Community and business development involvement
  • Proficiency with Microsoft Office applications

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 7-10+ years related experience
  • Life/Health, Series 65, 7 and 24 licenses or ability to obtain
  • Driver’s License required
  • Ability to travel approximately 75% within assigned market
  • Must meet FINRA employment eligibility and background checks

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter