Financial Advisor Manager - Philly​/South Jersey​/Delaware Valley Area

Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area

Apply for the Financial Advisor Manager role in the Philly / South Jersey / Delaware Valley area at TD.

Work Location: Marlton, New Jersey, États-Unis d'Amérique

Hours: 40

Pay Details: $115,440 - $173,160 USD

The Financial Advisor Manager (FAM) directly manages a team of Financial Advisors, focusing on hiring, onboarding, training, coaching, and mentoring. The FAM oversees the day‑to‑day performance of the Advisors, ensuring compliance with regulatory guidelines and driving referral and Mass Affluent sales growth. Key responsibilities include partnership with Retail and other partners, driving referral activities, creating positive relationships, and leading marketing program implementation.

• Direct supervision of Financial Advisors (FAs)
• Responsible for hiring, onboarding, and managing FAs in assigned geographic territory
• Ensure compliance with regulatory guidelines
• Increase Mass Affluent product sales productivity and referral productivity through active coaching
• Accountable for assigned revenue and referral goals
• Territory management in alignment with Wealth and Retail leadership
• Develop relationships with internal and external partners for training and sales ideas
• Provide support for complex product sales suitability and client meetings
• Execute high‑impact activities and ongoing training, coaching, and project coordination
• Lead implementation of marketing programs
• Assess performance of FAs within the region
• Provide insights to local competitive intelligence and market share analysis
• Collaborate with business development to launch lead‑generation campaigns
• Participate in community and business development activities
• Ensure team delivers financial plan proposals and growth metrics
• Monitor expenditures and prepare financial statements and reports
• Develop and retain highly competent, customer‑service‑oriented FA staff
• Extensive travel within territory required

• Bachelor’s degree or equivalent experience
• 7–10+ years related experience
• Required Licenses:
  Life/Health, Series 65, 7, and 24 (or ability to obtain)
• Excellent communication skills
• Proven managerial skills
• Previous sales/leadership experience
• Attention to detail and effective project management
• Proficiency with Microsoft Office applications
• Experience performing complex financial and budgetary analyses
• Ability to travel within assigned market (~75% time)
• Driver’s License required

• Position subject to FINRA and Securities Laws requirements
• Eligible for employment under FINRA standards
• Involves background and verification checks per FINRA Rule 3110(e)
• Requires satisfactory results on background checks, credit reports, and regulatory searches

• Domestic Travel – Continuous
• International Travel – Occasional
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment – Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods – Continuous
• Applying common sense – Continuous
• Reading, writing, comprehending instructions – Continuous
• Basic calculations – Continuous

TD Bank is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any characteristic protected by law.

If you are an applicant with a disability and need accommodations, please email TD Bank US Workplace Accommodations Program at

Director

Full‑time

Finance and Sales

Banking