Financial Advisor Manager - Philadelphia, Pa

TD

Marlton, New Jersey, United States
Base: $115,440 - $173,160 usd; bonus/equity: eligi...
Direct team management of financial advisors
Recruiting and onboarding new advisors
Mass affluent product sales expertise
The role involves direct supervision of a team of Financial Advisors with responsibility for their hiring, training, and daily performance

Job Summary

  • The role involves direct supervision of a team of Financial Advisors with responsibility for their hiring, training, and daily performance.
  • Candidates must ensure compliance with all regulatory guidelines while driving Mass Affluent product sales and wealth brokerage referrals.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role involves direct supervision of a team of Financial Advisors with responsibility for their hiring, training, and daily performance.

Salary

Base: $115,440 - $173,160 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, paid time off, and banking discounts included

Skills & Requirements

Must-have

  • Direct team management of Financial Advisors
  • Recruiting and onboarding new advisors
  • Mass Affluent product sales expertise
  • Regulatory compliance oversight
  • Territory business development

Nice-to-have

  • Strong relationship building with partners
  • Complex financial analysis skills
  • Community engagement activities
  • Strategic market planning abilities

Key Requirements

  • 7-10+ years related experience
  • Bachelor's degree or equivalent
  • Life/Health license required
  • Series 65, 7, and 24 licenses required
  • Valid driver's license required

Work Rights

Not specified

Tailored Resume

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