Mass Affluent Advisory Team Lead

TD Bank Group; Columbia, Northern (SC, KY); Hybrid; USD 115,000 - 173,000; Full time

Job summary

TD Bank Group in Columbia, SC seeks a Financial Advisor Manager to lead a team of Financial Advisors, focusing on hiring, onboarding, and day-to-day performance in the market. You will coach and mentor advisors, manage referrals with retail partners, and drive Mass Affluent product sales and wealth referrals.

Responsibilities include ensuring compliance, developing training programs, and collaborating with leadership to grow revenue and client relationships across the territory.

Qualifications

• Bachelor’s degree or equivalent experience.
• 7-10+ years related experience.
• Required licenses: Life/Health, Series 65, 7 and 24.

Responsibilities

• Direct supervision of Financial Advisors (FAs).
• Recruiting, onboarding, coaching, mentoring FAs.
• Drive referral activities and partnerships with Retail and other Partners.
• Lead Mass Affluent product sales and wealth/brokerage referrals.
• Ensure regulatory compliance with Mass Affluent offerings.

Skills

Proven managerial skills

Excellent communication skills

Sales/leadership experience

Attention to detail

Microsoft Office

Team leadership

Travel ability

Driver’s license

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office Suite

Job description

TD Bank Group in Columbia, SC seeks a Financial Advisor Manager to lead a team of Financial Advisors, focusing on hiring, onboarding, and day-to-day performance in the market. You will coach and mentor advisors, manage referrals with retail partners, and drive Mass Affluent product sales and wealth referrals.

Responsibilities include ensuring compliance, developing training programs, and collaborating with leadership to grow revenue and client relationships across the territory.