Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area

TD

Marlton, New Jersey, United States of America
Base: $115,440 - $173,160 usd; bonus/equity: not s...
Financial advisor team management
Mass affluent product sales
Regulatory compliance oversight
The Financial Advisor Manager is responsible for hiring, training, coaching, and supervising Financial Advisors to meet sales and referral goals within an assigned territory

Job Summary

  • The Financial Advisor Manager is responsible for hiring, training, coaching, and supervising Financial Advisors to meet sales and referral goals within an assigned territory.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities.
  • The role requires extensive travel within the territory and emphasizes a respectful workplace that values diversity and provides accommodations for applicants with disabilities.

Matching Summary

The Financial Advisor Manager is responsible for hiring, training, coaching, and supervising Financial Advisors to meet sales and referral goals within an assigned territory.

Salary

Base: $115,440 - $173,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Financial advisor team management
  • Mass Affluent product sales
  • Regulatory compliance oversight
  • Sales coaching and mentoring
  • Territory and partnership management
  • Complex financial analysis
  • Extensive travel within territory

Nice-to-have

  • Strong internal/external relationship building
  • Project management skills
  • Community and business development involvement
  • Proficiency with Microsoft Office
  • Leadership in client experience
  • Career development focus

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 7-10+ years related experience
  • Life/Health, Series 65, 7 and 24 licenses
  • Excellent communication and managerial skills
  • Ability to travel approximately 75% of the time
  • Driver’s License required
  • Compliance with FINRA regulations

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter