TD

Financial Advisor Manager

TD

full-time

Posted on:

Location Type: Office

Location: Wellesley • Massachusetts • United States

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Salary

💰 $124,280 - $186,160 per year

Job Level

SeniorLead

About the role

  • Direct management of a team of Financial Advisors (FAs)
  • Hiring, on-boarding and direct management and supervision of FAs
  • Recruiting, hiring, training, coaching, and mentoring Financial Advisors
  • Responsible for suitability, knowledge of products & platform
  • Partnership activity with Retail and other Partners
  • Providing advice through planning and distribution of Mass Affluent products
  • Implementing plans and programs to create opportunities for team and partners

Requirements

  • Bachelor’s degree or equivalent experience
  • 7 - 10+ years related experience
  • Required Licenses: Life/Health, Series 65, 7 and 24
  • Excellent communication skills
  • Proven managerial skills
  • Previous sales/leadership experience
  • Demonstrated attention to detail and effective project management skills
  • Proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
  • Ability to travel within assigned Market; about 75% of time
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off (Vacation PTO, Flex PTO, Holiday PTO)
  • Career development
  • Banking benefits and discounts
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementsales experiencefinancial advisingproduct knowledgecoachingmentoringrecruitingtraining
Soft Skills
communication skillsmanagerial skillsattention to detailleadership experience
Certifications
Life/Health LicenseSeries 65Series 7Series 24