Financial Advisor Manager - Philadelphia, Pa

TD Bank

Philadelphia, Pennsylvania, United States of America
$115,440 - $173,160 usd; not specified; not specif...
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.
  • 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 Bank offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and career development opportunities.

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

$115,440 - $173,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Direct management of Financial Advisors
  • Recruiting and hiring Financial Advisors
  • Coaching and mentoring Financial Advisors
  • Product knowledge and platform expertise
  • Driving referral activities
  • Mass Affluent product sales

Nice-to-have

  • Building deep client relationships
  • Community and business development
  • Client experience leadership
  • Fostering deeper relationships

Key Requirements

  • 7-10+ years related experience
  • Bachelor’s degree or equivalent 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