Financial Advisor Manager
TD
full-time
Posted on:
Location Type: Office
Location: Marlton • New Jersey, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $115,440 - $173,160 per year
Job Level
SeniorLead
About the role
- Responsible for the direct management of a team of Financial Advisors
- Hiring, on-boarding and direct management and supervision of the day to day activities and performance of the FAs
- Recruiting, hiring, training, coaching and mentoring Financial Advisors
- Responsible for Partnership activity with Retail and other Partners
- Creating a positive relationship with Partners and driving referral activities
- Implementing plans and programs that create opportunities for the team
- Complying with all regulatory guidelines for the designated territory
- Increasing Mass Affluent product sales productivity and referral productivity through active coaching
Requirements
- Bachelor’s degree or equivalent experience
- 7 - 10+ years related experience
- Required Licenses or Registrations (or ability to obtain): Life/Health, Series 65, 7 and 24
- Excellent communication skills
- Proven managerial skills
- Demonstrated attention to detail and effective project management skills
- Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
- Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry
- Ability to travel within assigned Market; about 75% of time
- Driver’s License required
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisstatistical analysisbudgetary analysiscoachingmentoringrecruitingtrainingproject managementsales productivityregulatory compliance
Soft skills
communicationmanagerial skillsattention to detailrelationship buildingteam managementleadershiporganizational skillscoachingmentoringproblem-solving
Certifications
Life/Health LicenseSeries 65Series 7Series 24