Financial Advisor Manager: Lead a High-Performing FA Team

TD Bank; Marlton (NJ); On-site; USD 115,440 - 173,160; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Job summary

TD Bank is seeking a Financial Advisor Manager based in Marlton, New Jersey. This role involves direct management of Financial Advisors, hiring, and ensuring compliance in a regulatory environment.

The ideal candidate will have a Bachelor's degree with 7-10+ years of related experience, exceptional communication and managerial skills, and must be willing to travel approximately 75% of the time. Competitive compensation ranging from $115,440 to $173,160 is offered.

Qualifications

• 7–10+ years of related experience required.
• Ability to travel within assigned Market; about 75% of the time.
• Required Licenses or Registrations: Life/Health, Series 65, 7, and 24.

Responsibilities

• Manage a team of Financial Advisors and oversee their activities.
• Recruit, hire, and train Financial Advisors.
• Ensure compliance with regulatory guidelines for Mass Affluent products.

Skills

Excellent communication skills

Proven managerial skills

Project management skills

Attention to detail

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

TD Bank is seeking a Financial Advisor Manager based in Marlton, New Jersey. This role involves direct management of Financial Advisors, hiring, and ensuring compliance in a regulatory environment.

The ideal candidate will have a Bachelor's degree with 7-10+ years of related experience, exceptional communication and managerial skills, and must be willing to travel approximately 75% of the time. Competitive compensation ranging from $115,440 to $173,160 is offered.