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 leading a team of Financial Advisors by recruiting, training, coaching, and managing their day-to-day activities to drive sales and compliance within the assigned territory
Job Summary
The Financial Advisor Manager is responsible for leading a team of Financial Advisors by recruiting, training, coaching, and managing their day-to-day activities to drive sales and compliance within the assigned territory.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, paid time off, career development, and recognition programs to support colleagues' success.
The role requires extensive collaboration with Retail Bank leadership and other partners to increase product sales, generate referrals, and deepen client relationships while fostering a respectful and inclusive workplace.
Matching Summary
The Financial Advisor Manager is responsible for leading a team of Financial Advisors by recruiting, training, coaching, and managing their day-to-day activities to drive sales and compliance within the assigned territory.
Salary
Base: $115,440 - $173,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, banking discounts, 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 performance and revenue accountability
Nice-to-have
Strong internal and external relationship building
Project management skills
Community and business development involvement
Proficiency with Microsoft Office applications
Ability to travel extensively within territory
Key Requirements
Bachelor’s degree or equivalent experience
7-10+ years related experience
Life/Health, Series 65, 7 and 24 licenses or ability to obtain
Excellent communication and managerial skills
Ability to travel about 75% within assigned market
Driver’s License required
Must meet FINRA employment eligibility and background checks
Work Rights
Must be eligible for employment under FINRA standards