Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area

TD Bank

Marlton, New Jersey, United States
Base: $115,440 - $173,160 usd; bonus/equity: not s...
Direct management of financial advisors
Recruiting and hiring financial advisors
Coaching and mentoring financial advisors
The Financial Advisor Manager is responsible for the direct management of a team of Financial Advisors, including hiring, on-boarding, and supervising their day-to-day activities and performance

Job Summary

  • The Financial Advisor Manager is responsible for the direct management of a team of Financial Advisors, including hiring, on-boarding, and supervising their day-to-day activities and performance.
  • Key responsibilities include recruiting, training, coaching, mentoring, and ensuring Financial Advisors comply with all regulatory guidelines while driving Mass Affluent product sales and referral productivity.
  • TD Bank offers a comprehensive Total Rewards package, including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and opportunities for career development and growth.

Matching Summary

The Financial Advisor Manager is responsible for the direct management of a team of Financial Advisors, including hiring, on-boarding, and supervising their day-to-day activities and performance.

Salary

Base: $115,440 - $173,160 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
  • Ensuring regulatory compliance
  • Driving sales and referral productivity
  • Territory management and alignment

Nice-to-have

  • Building strong partner relationships
  • Community and business development
  • Client experience leadership
  • Fostering a respectful workplace

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 7 - 10+ years related experience
  • Life/Health, Series 65, 7 and 24 licenses
  • Proven managerial skills
  • Extensive travel within territory (approx. 75%)
  • Driver’s License required

Work Rights

Not specified

Tailored Resume

Cover Letter