Financial Advisor Manager - Wellesley, Massachusetts

TD

Wellesley, Massachusetts, United States of America
Base: $124,280 - $186,160 usd; bonus/equity: not s...
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Direct management of financial advisors
Recruiting and hiring financial advisors
Coaching and mentoring financial advisors
** TD is seeking a Financial Advisor Manager in Wellesley, Massachusetts, responsible for overseeing a team of financial advisors, ensuring compliance, and driving sales in the Mass Affluent market. The role emphasizes recruiting, coaching, and relationship-building with partners to enhance business performance. **

Job Summary

  • The Financial Advisor Manager is responsible for the direct management of a team of Financial Advisors, including hiring, on-boarding, and supervision of their day-to-day activities and performance.
  • Responsibilities include recruiting, hiring, training, coaching, and mentoring Financial Advisors, ensuring compliance with regulatory guidelines, and driving Mass Affluent product sales and referral productivity.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and comprehensive benefits.

Matching Summary

Match Score: 75

** TD is seeking a Financial Advisor Manager in Wellesley, Massachusetts, responsible for overseeing a team of financial advisors, ensuring compliance, and driving sales in the Mass Affluent market. The role emphasizes recruiting, coaching, and relationship-building with partners to enhance business performance. **

Salary

Base: $124,280 - $186,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Direct management of Financial Advisors
  • Recruiting and hiring Financial Advisors
  • Coaching and mentoring Financial Advisors
  • Sales and revenue growth
  • Territory management
  • Partnership development

Nice-to-have

  • Client relationship building
  • Community engagement
  • Market share analysis

Key Requirements

  • 7 - 10+ years related experience
  • Bachelor’s degree or equivalent experience
  • Life/Health, Series 65, 7 and 24 licenses
  • Proven managerial skills
  • Ability to travel within assigned Market; about 75% of time
  • Driver’s License required

Work Rights

Not specified

Tailored Resume

Cover Letter