Financial Advisor Manager - Princeton, Nj

TD Ameritrade

Princeton, New Jersey, United States of America
Base: $115,440 - $173,160 usd; bonus/equity: eligi...
Not specified
Direct supervision of financial advisors team
Recruiting and training new advisors
Mass affluent product sales expertise
TD Ameritrade is seeking a Financial Advisor Manager in Princeton, NJ, responsible for leading a team of Financial Advisors, enhancing sales productivity, and fostering partnerships. The ideal candidate should possess extensive experience in financial advisory roles, proven managerial skills, and relevant licenses

Job Summary

  • The Financial Advisor Manager is responsible for the direct management, hiring, and performance supervision of a team of Financial Advisors in an assigned territory.
  • This role requires deep expertise in Mass Affluent products, annuities, and managed solutions to drive revenue growth and client acquisition.
  • TD Ameritrade offers a competitive compensation package ranging from $115,440 to $173,160 USD along with comprehensive benefits and career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor Manager in Princeton, NJ, responsible for leading a team of Financial Advisors, enhancing sales productivity, and fostering partnerships. The ideal candidate should possess extensive experience in financial advisory roles, proven managerial skills, and relevant licenses.

Salary

Base: $115,440 - $173,160 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Direct supervision of Financial Advisors team
  • Recruiting and training new advisors
  • Mass Affluent product sales expertise
  • Regulatory compliance oversight
  • Territory management and alignment

Nice-to-have

  • Strong relationship building with partners
  • Complex financial analysis skills
  • Community engagement activities
  • Strategic market share analysis

Key Requirements

  • Bachelor's degree or equivalent experience
  • 7-10+ years related experience
  • Life/Health, Series 65, 7, and 24 licenses
  • Proven managerial and sales leadership skills
  • Eligibility for FINRA registration and background checks

Work Rights

Must be eligible for employment under FINRA standards; subject to background checks

Tailored Resume

Cover Letter