Financial Advisor Manager-new York/new Jersey

TD

New York, New York, United States
Base: $124,280 - $186,160 usd; bonus/equity: not s...
Team management and supervision
Mass affluent product sales
Financial advisor coaching and mentoring
The Financial Advisor Manager is responsible for hiring, training, coaching, and supervising Financial Advisors to meet sales and compliance 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 compliance goals 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 involves collaboration with Retail Bank leadership and other partners to drive referral activities and client acquisition.

Matching Summary

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

Salary

Base: $124,280 - $186,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, and career development

Skills & Requirements

Must-have

  • Team management and supervision
  • Mass Affluent product sales
  • Financial advisor coaching and mentoring
  • Regulatory compliance oversight
  • Territory and partnership management
  • Sales training and support
  • Extensive domestic travel

Nice-to-have

  • Strong internal and external relationship building
  • Project management skills
  • Community and business development involvement
  • Proficiency with Microsoft Office applications
  • Attention to detail
  • Effective communication skills

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
  • Driver’s License required
  • Ability to travel approximately 75% of the time
  • Must meet FINRA employment eligibility and background checks

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter