TD Securities
Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area
TD Securities, Marlton, New Jersey, us, 08053
Financial Advisor Manager – Philly / South Jersey / Delaware Valley Area
Location:
Marlton, New Jersey, United States of America Hours:
40 per week Pay Range:
$115,440 – $173,160 USD
Line of Business:
TD Wealth
Job Description The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Key objectives include hiring, onboarding, coaching and supervising daily activities and performance of FAs in an assigned market/territory.
Responsibilities
Recruit, hire, train, coach and mentor Financial Advisors.
Oversee suitability, product knowledge and platform use of FAs.
Manage partnership activity with retail and other partners and drive referral initiatives.
Facilitate planning and distribution of mass‑affluent products, managed solutions, insurance and high‑net‑worth brokerage referrals.
Implement plans and programs that expand client acquisition and deepen relationships.
Ensure compliance with regulatory guidelines for mass‑affluent and TDPCW offerings.
Coach FAs to increase product and referral productivity.
Align store coverage with wealth and retail leadership to optimize territory.
Develop relationships with internal and external partners to provide training and sales ideas.
Serve as product and platform expert for the team.
Execute marketing programs and sales training initiatives.
Assess performance of FAs and provide insights into market share and competition.
Launch lead generation campaigns with business development.
Participate in community and business development activities.
Produce financial plans and achieve sales, assets and revenue goals.
Monitor expenditures, prepare monthly financial statements and reports.
Lead staffing pipelines and retention efforts.
Travel extensively within territory (approx. 75%).
Qualifications
Bachelor’s degree or equivalent experience.
7–10+ years of related experience.
Required licenses: Life/Health, Series 65, 7 and 24.
Excellent communication, managerial and project‑management skills.
Proven sales and leadership experience.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
Experience with complex financial, statistical and budgetary analyses, preferably in banking.
Valid driver’s license.
Physical Requirements Continuous domestic travel, occasional international travel; sedentary work; occasional lifting of
Equal Opportunity Statement TD Bank is an equal‑opportunity employer. All qualified applicants will receive consideration without regard to any protected characteristic.
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Marlton, New Jersey, United States of America Hours:
40 per week Pay Range:
$115,440 – $173,160 USD
Line of Business:
TD Wealth
Job Description The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Key objectives include hiring, onboarding, coaching and supervising daily activities and performance of FAs in an assigned market/territory.
Responsibilities
Recruit, hire, train, coach and mentor Financial Advisors.
Oversee suitability, product knowledge and platform use of FAs.
Manage partnership activity with retail and other partners and drive referral initiatives.
Facilitate planning and distribution of mass‑affluent products, managed solutions, insurance and high‑net‑worth brokerage referrals.
Implement plans and programs that expand client acquisition and deepen relationships.
Ensure compliance with regulatory guidelines for mass‑affluent and TDPCW offerings.
Coach FAs to increase product and referral productivity.
Align store coverage with wealth and retail leadership to optimize territory.
Develop relationships with internal and external partners to provide training and sales ideas.
Serve as product and platform expert for the team.
Execute marketing programs and sales training initiatives.
Assess performance of FAs and provide insights into market share and competition.
Launch lead generation campaigns with business development.
Participate in community and business development activities.
Produce financial plans and achieve sales, assets and revenue goals.
Monitor expenditures, prepare monthly financial statements and reports.
Lead staffing pipelines and retention efforts.
Travel extensively within territory (approx. 75%).
Qualifications
Bachelor’s degree or equivalent experience.
7–10+ years of related experience.
Required licenses: Life/Health, Series 65, 7 and 24.
Excellent communication, managerial and project‑management skills.
Proven sales and leadership experience.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
Experience with complex financial, statistical and budgetary analyses, preferably in banking.
Valid driver’s license.
Physical Requirements Continuous domestic travel, occasional international travel; sedentary work; occasional lifting of
Equal Opportunity Statement TD Bank is an equal‑opportunity employer. All qualified applicants will receive consideration without regard to any protected characteristic.
#J-18808-Ljbffr