Associate Private Client Relationship Manager - Coral Gables, Florida

TD Bank

Coral Gables, Florida, United States
Base: $72,280 - $108,160 usd; bonus/equity: eligib...
Series 7, 63, and 65 or 66 securities licenses
L & h insurance license required
Proactive client outreach and engagement
The Associate Private Client Relationship Manager serves as the central point of contact for high net worth clients with lower balances, aiming to deepen relationships through excellent service and thought leadership

Job Summary

  • The Associate Private Client Relationship Manager serves as the central point of contact for high net worth clients with lower balances, aiming to deepen relationships through excellent service and thought leadership.
  • A critical objective is to engage clients and refer qualified prospects to Private Client Relationship Managers when they seek deeper or broader relationships within the TD footprint.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

The Associate Private Client Relationship Manager serves as the central point of contact for high net worth clients with lower balances, aiming to deepen relationships through excellent service and thought leadership.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Series 7, 63, and 65 or 66 securities licenses
  • L & H insurance license required
  • Proactive client outreach and engagement
  • Knowledge of HNW client needs and products
  • Compliance with FINRA and SEC regulations

Nice-to-have

  • Consultative sales experience preferred
  • Ability to work in a collaborative team environment
  • Membership in civic and professional organizations
  • Experience with tax, trust, and estate specialists
  • Strong communication skills for diverse clients

Key Requirements

  • 4-year degree or equivalent experience
  • 3 years related production or client support experience
  • Series 7, 63, and 65 or 66 licenses
  • L & H insurance license
  • Eligibility for NMLS registration

Work Rights

Must be eligible for employment with a covered financial institution under federal law standards

Tailored Resume

Cover Letter