Financial Advisor Manager - Philadelphia, Pa

TD

Philadelphia, PA, United States
Base: $115,440 - $173,160 usd; bonus/equity: not s...
Team management and supervision
Financial advisor coaching and mentoring
Mass affluent product sales
The Financial Advisor Manager is responsible for hiring, onboarding, and managing Financial Advisors to drive Mass Affluent product sales and wealth referrals within an assigned territory

Job Summary

  • The Financial Advisor Manager is responsible for hiring, onboarding, and managing Financial Advisors to drive Mass Affluent product sales and wealth referrals within an assigned territory.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role requires extensive travel within the territory and emphasizes leadership, compliance, and partnership collaboration to grow client relationships and revenue.

Matching Summary

The Financial Advisor Manager is responsible for hiring, onboarding, and managing Financial Advisors to drive Mass Affluent product sales and wealth referrals 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 coaching and mentoring
  • Mass Affluent product sales
  • Regulatory compliance oversight
  • Territory and partnership management
  • Sales and revenue goal accountability

Nice-to-have

  • Project management skills
  • Strong communication skills
  • Client relationship building
  • Market share and competitive analysis
  • Community and business development involvement

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 7-10+ years related experience
  • Life/Health, Series 65, 7 and 24 licenses
  • Driver’s License required
  • Ability to travel about 75% of the time
  • FINRA eligibility and background checks

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter